Associate Portfolio Manager
CurrentPortfolio Manager specializing in Asia ex Japan equities. Generalist coverage.
Sep 2022 - Present
AeroLeads people directory · profile
Mark Whelan, Cfa Email & Phone Number
Associate Portfolio Manager at Mackenzie Investments
at
Mackenzie Investments
1 work email found
@mackenzieinvestments.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Associate Portfolio Manager at Mackenzie Investments
Location
Hong Kong SAR, Hong Kong, Hong Kong
Company size
Who is Mark Whelan, Cfa? Overview
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Quick answer
Mark Whelan, Cfa is listed as Associate Portfolio Manager at Mackenzie Investments at Mackenzie Investments, a company with 1243 employees, based in Hong Kong SAR, Hong Kong, Hong Kong. AeroLeads shows a work email signal at mackenzieinvestments.com and a matched LinkedIn profile for Mark Whelan, Cfa.
Mark Whelan, Cfa previously worked as Associate Portfolio Manager at Mackenzie Investments and Senior Equity Analyst at Mackenzie Investments. Mark Whelan, Cfa holds Cfa from Cfa Institute.
Company email context
Email format at Mackenzie Investments
This section adds company-level context without repeating Mark Whelan, Cfa's masked contact details.
*@mackenzieinvestments.com
71% confidence
AeroLeads found 1 current-domain work email signal for Mark Whelan, Cfa. Compare company email patterns before reaching out.
Profile bio
About Mark Whelan, Cfa
Associate Portfolio Manager and CFA with 16 years investment industry experience.
Listed skills include Financial Modeling, Financial Statement Analysis, Valuation, Bloomberg, and 3 others.
Current workplace
Mark Whelan, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Mackenzie Investments
6 roles
Mark Whelan, Cfa work experience
A career timeline built from the work history available for this profile.
Senior Equity Analyst
Equity Analyst specializing in Asian equities, focus on Australia, Korea and Greater China. Generalist coverage.
Jan 2015 - Aug 2022
Equity Analyst
Investors Group
Provided generalist coverage of global equities, with a focus on consumer discretionary and healthcare
Jan 2012 - Oct 2014
Trader
Responsible for carrying out the European trading activities for Investors Group equity funds.
Nov 2010 - Dec 2011
Middle Office Analyst
Bank Of Ireland Asset Management (Now State Street)
Portfolio construction role. Managed equity and fixed income trade flow. Executed on strategic investment decisions on behalf of fund managers. Oversaw client mandates.
Jul 2007 - Nov 2010
Graduate
Bank Of Ireland Asset Management (Now State Street)
Graduate rotation programme involving stints in Sales in London and Guggenheim Alternative Asset Management in New York.
Sep 2005 - Jun 2007
Team & coworkers
Colleagues at Mackenzie Investments
Other employees you can reach at mackenzieinvestments.com. View company contacts for 1243 employees →
NV
Nely Vicente
Colleague at Mackenzie InvestmentsCanada, Canada
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Q(
Qunying (Quinn) Zhang
Colleague at Mackenzie InvestmentsBoston, Massachusetts, United States, United States
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TG
Tesha Gray, Ba
Colleague at Mackenzie InvestmentsGreater Halifax Metropolitan Area, Canada
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MG
Michael Gold
Colleague at Mackenzie InvestmentsToronto, Ontario, Canada, Canada
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NR
Neil Rakkar
Colleague at Mackenzie InvestmentsGreater Toronto Area, Canada, Canada
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GS
Georgina Strachan
Colleague at Mackenzie InvestmentsCanada, Canada
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OA
Orianna Abreu Lopez
Colleague at Mackenzie InvestmentsToronto, Ontario, Canada, Canada
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AP
Amanda Pragasarajah
Colleague at Mackenzie InvestmentsCanada, Canada
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BB
Bardia Baradarani
Colleague at Mackenzie InvestmentsWest Vancouver, British Columbia, Canada, Canada
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HC
Hayley Chung
Colleague at Mackenzie InvestmentsGreater Toronto Area, Canada, Canada
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Nely Vicente
Colleague at Mackenzie InvestmentsCanada, Canada
View →
Q(
Qunying (Quinn) Zhang
Colleague at Mackenzie InvestmentsBoston, Massachusetts, United States, United States
View →
TG
Tesha Gray, Ba
Colleague at Mackenzie InvestmentsGreater Halifax Metropolitan Area, Canada
View →
MG
Michael Gold
Colleague at Mackenzie InvestmentsToronto, Ontario, Canada, Canada
View →
NR
Neil Rakkar
Colleague at Mackenzie InvestmentsGreater Toronto Area, Canada, Canada
View →
GS
Georgina Strachan
Colleague at Mackenzie InvestmentsCanada, Canada
View →
OA
Orianna Abreu Lopez
Colleague at Mackenzie InvestmentsToronto, Ontario, Canada, Canada
View →
AP
Amanda Pragasarajah
Colleague at Mackenzie InvestmentsCanada, Canada
View →
BB
Bardia Baradarani
Colleague at Mackenzie InvestmentsWest Vancouver, British Columbia, Canada, Canada
View →
HC
Hayley Chung
Colleague at Mackenzie InvestmentsGreater Toronto Area, Canada, Canada
View →
3 education records
Mark Whelan, Cfa education
FAQ
Frequently asked questions about Mark Whelan, Cfa
Quick answers generated from the profile data available on this page.
What company does Mark Whelan, Cfa work for?
Mark Whelan, Cfa works for Mackenzie Investments.
What is Mark Whelan, Cfa's role at Mackenzie Investments?
Mark Whelan, Cfa is listed as Associate Portfolio Manager at Mackenzie Investments at Mackenzie Investments.
What is Mark Whelan, Cfa's email address?
AeroLeads has found 1 work email signal at @mackenzieinvestments.com for Mark Whelan, Cfa at Mackenzie Investments.
Where is Mark Whelan, Cfa based?
Mark Whelan, Cfa is based in Hong Kong SAR, Hong Kong, Hong Kong while working with Mackenzie Investments.
What companies has Mark Whelan, Cfa worked for?
Mark Whelan, Cfa has worked for Mackenzie Investments, Investors Group, Investors Group Financial Services Inc., and Bank Of Ireland Asset Management (Now State Street).
Who are Mark Whelan, Cfa's colleagues at Mackenzie Investments?
Mark Whelan, Cfa's colleagues at Mackenzie Investments include Nely Vicente, Qunying (Quinn) Zhang, Tesha Gray, Ba, Michael Gold, and Neil Rakkar.
How can I contact Mark Whelan, Cfa?
You can use AeroLeads to view verified contact signals for Mark Whelan, Cfa at Mackenzie Investments, including work email, phone, and LinkedIn data when available.
What schools did Mark Whelan, Cfa attend?
Mark Whelan, Cfa holds Cfa from Cfa Institute.
What skills is Mark Whelan, Cfa known for?
Mark Whelan, Cfa is listed with skills including Financial Modeling, Financial Statement Analysis, Valuation, Bloomberg, Datastream, Microsoft Office, and Microsoft Excel.
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