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Mark Dundon is a Head of Lenox Asset Management at Lenox Advisors. He possess expertise in public speaking, leadership, research, nonprofits, community outreach and 4 more skills.
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Head Of Lenox Asset ManagementLenox Advisors Feb 2020 - PresentNew York, Ny, Us -
Vice President - Asset ManagementLenox Advisors Jan 2018 - Jan 2020New York, Ny, UsResponsible for business development, client portfolio management, asset allocation decisions and Investment Committee commentary for the firm. Bespoke multi-asset portfolios presented to high net worth clients employed as executives in financial services, fund management, and counsel.
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Portfolio Analyst - Asset ManagementLenox Advisors Apr 2016 - Dec 2017New York, Ny, UsReporting to Director of Asset Management, sitting member of Investment Committee, leading market research and portfolio analytics, as well as asset allocation models and managed account trading. Direct liaison between department and its external CIOs and portfolio managers, covering equities, core and satellite fixed income, and event and process-driven alternatives.
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Associate - Financial PlanningLenox Advisors Jun 2013 - Mar 2016New York, Ny, UsReporting to Director of Financial Planning while in daily contact with over 200 high and ultra-high net worth clients, building probability based financial plans and scenario analyses. Clientele largely comprised of executives in financial services, fund managers and general counsel. Direct support for national team of CFPs and CFAs running business development for Department of Financial Planning.
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Catholic MissionaryThe Fellowship Of Catholic University Students May 2011 - Jun 2013Genesee, Co, UsJoined FOCUS to fulfill a personal 2 year commitment to team-based community service, ending May 2013. Created and fostered lasting relationships with over 75 recurring private donors who funded 100% of personal income requirements for 24 months. Successfully established team-based community service programs at three universities across northern NJ which served local homeless shelters, juvenile detention centers, and assisted Hurricane Sandy relief efforts in NYC. -
Mathematics InternAmeritas Investment Corp., Vector Financial Advisors, Llc Jun 2009 - Jan 2011Lincoln, Nebraska, UsIntern to one senior CLU and one senior CFA while engineering a working calculation of human capital and compiling quarterly performance reports for assets under management.Eventually led reporting on final reconciliation of the firm's buyout, collaborating directly with corporate CPA and reporting directly to upper management.
Mark Dundon Skills
Mark Dundon Education Details
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George Mason UniversityMathematics
Frequently Asked Questions about Mark Dundon
What company does Mark Dundon work for?
Mark Dundon works for Lenox Advisors
What is Mark Dundon's role at the current company?
Mark Dundon's current role is Head of Lenox Asset Management.
What is Mark Dundon's email address?
Mark Dundon's email address is md****@****ors.com
What is Mark Dundon's direct phone number?
Mark Dundon's direct phone number is +121253*****
What schools did Mark Dundon attend?
Mark Dundon attended George Mason University.
What are some of Mark Dundon's interests?
Mark Dundon has interest in Social Services, Children, Water Color Painting, Mountain Climbing, Reporting, Client Relations, Analysis, Carpentry, Fishing, Financial Securities Research.
What skills is Mark Dundon known for?
Mark Dundon has skills like Public Speaking, Leadership, Research, Nonprofits, Community Outreach, Powerpoint, Marketing, Fundraising, Event Planning.
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