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Mark Wimer, Cifd, Cfa Email & Phone Number
Chief Investment Officer
at
Waystone
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Chief Investment Officer
Location
Greater Chicago Area, United States, United States
Who is Mark Wimer, Cifd, Cfa? Overview
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Quick answer
Mark Wimer, Cifd, Cfa is listed as Chief Investment Officer at Waystone, based in Greater Chicago Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Mark Wimer, Cifd, Cfa.
Mark Wimer, Cifd, Cfa previously worked as Senior Portfolio Manager at Strategic Global Advisors, Llc and Portfolio Manager at Bmo Global Asset Management. Mark Wimer, Cifd, Cfa holds Mba, Finance from Cornell Johnson Graduate School Of Management.
Company email context
Email format at Waystone
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Waystone
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Profile bio
About Mark Wimer, Cifd, Cfa
Mark Wimer, CIFD, CFA is an experienced institutional equity portfolio manager and investment management executive with a broad array of experience in managing multi-billion dollar global equity portfolios and growing an institutional asset manager from very early stage to over $5 billion in AUM. Mark has experience with brokerage oversight, fair value determination, and risk analysis across investments, operations, compliance, technology, and ESG data. He has presented to mutual fund boards as a portfolio manager and advised pension fund boards on asset allocation and selecting and monitoring external managers.
Current workplace
Mark Wimer, Cifd, Cfa's current company
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8 roles
Mark Wimer, Cifd, Cfa work experience
A career timeline built from the work history available for this profile.
Senior Portfolio Manager
Managed non-US and global equity portfolios for institutional investors and communicated investment results to clients. Was an equity owner and leader/mentor for investment team members.
Jan 2008 - Dec 2022
Portfolio Manager
Managed U.S. and international equity institutional separate account and mutual fund portfolios using a quantitative investment process.
Jan 2006 - Dec 2007
Director, Quantitative Research
Developed quantitative stock selection models and portfolio construction strategies for a U.S. equity market neutral hedge fund.
Nov 2004 - Jul 2005
Vp, Quantitative Research
Formerly Chicago Investment Analytics. Developed quantitative stock selection models and advised institutional investors on how to integrate them into their investment process. Held FINRA Series 7, 63, and 16 (Supervisory Analyst) licences.
Feb 2000 - Oct 2004
Senior Consultant
Ibbotson Associates
Performed a wide variety of investment research on topics including asset allocation, manager selection, and stock selection strategies.
Aug 1998 - Feb 2000
Associate Director
Rogerscasey
Investment consulting to institutional investors including manager selection, risk analysis across asset classes, and asset allocation studies.
Jun 1995 - Aug 1998
Jun 1989 - Jun 1993
2 education records
Mark Wimer, Cifd, Cfa education
Mba, Finance
Bs, Computer & Electrical Engineering
FAQ
Frequently asked questions about Mark Wimer, Cifd, Cfa
Quick answers generated from the profile data available on this page.
What company does Mark Wimer, Cifd, Cfa work for?
Mark Wimer, Cifd, Cfa works for Waystone.
What is Mark Wimer, Cifd, Cfa's role at Waystone?
Mark Wimer, Cifd, Cfa is listed as Chief Investment Officer at Waystone.
Where is Mark Wimer, Cifd, Cfa based?
Mark Wimer, Cifd, Cfa is based in Greater Chicago Area, United States, United States while working with Waystone.
What companies has Mark Wimer, Cifd, Cfa worked for?
Mark Wimer, Cifd, Cfa has worked for Waystone, Strategic Global Advisors, Llc, Bmo Global Asset Management, Deutsche Bank, and Charles Schwab.
How can I contact Mark Wimer, Cifd, Cfa?
You can use AeroLeads to view verified contact signals for Mark Wimer, Cifd, Cfa at Waystone, including work email, phone, and LinkedIn data when available.
What schools did Mark Wimer, Cifd, Cfa attend?
Mark Wimer, Cifd, Cfa holds Mba, Finance from Cornell Johnson Graduate School Of Management.
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