Mark Scalzo Email and Phone Number
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Validus is a research-focused, independent Growth Equity manager. Using proprietary research methods refined over time, Validus implements fundamentally-driven strategies with active risk-mitigation techniques to enhance down-side protection. By Focusing on fundamentals and buying behaviors rather than Wall Street opinions, Validus employs its highest-conviction ideas to assemble benchmark-agnostic portfolios. We strive to deliver relationship-driven service and operational excellence with integrity, clarity and transparency.Advisory services offered through Validus Growth Investors, LLC, an SEC Registered Investment Advisor.
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Managing Partner, Chief Investment OfficerValidex Global InvestingSan Diego, Ca, Us
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Managing Partner, Chief Investment OfficerValidus Growth Investors Llc Nov 2012 - PresentGreater San Diego Area
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Chief Investment OfficerPinhook Capital, Llc An Affiliate Of Lucia Capital Group Jun 2014 - Aug 2020Greater San Diego AreaResponsibilities include oversight of investment management functions including investment strategy creation, risk model management, research, and market related communications. Additional responsibilities include investment and platform due diligence and key contact for media inquiries relating to the construction and performance of the Bucket Strategy allocations.
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Co-Portfolio Manager, Director Of ResearchAletheia Research And Management Nov 2008 - Oct 2012As Co-Portfolio Manager, responsible for co-managing all of Aletheia’s long-only model portfolios in conjunction with the Chief Investment Officer for over $7 billion in assets under management at its peak. As Director of Research, responsible for systematizing and maintaining the integrity of research process and managing a staff of 7 research analysts. Also, was intimately involved in sales/marketing and client service efforts, at one time directly managing the sales staff. This included holding conference calls with clients and prospects, giving presentations and speeches and presenting at finals both in the US and across Europe.
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Group Vice President, M&AFisher Investments Dec 2006 - Nov 2008Along with the CEO, Ken Fisher, created a unique consolidation strategy for Fisher’s investment platform, infrastructure and client service approach. Also executed an institutional “fill in” strategy. Built and managed a hand-picked staff of six professionals. Designed and oversaw the implementation of the processes used for direct marketing, sales, due diligence, deal structuring and negotiation, and client integration. -
Regional Manager, Managing DirectorPutnam Lovell Nbf 1991 - 2006Responsible for generating millions in revenue and managing approximately 10 employees in the West Coast Region for premier boutique investment banking firm focusing on the asset management industry. Worked in conjunction with President to manage the firm day-to-day. Over the course of 15 years, held various positions including Associate, Vice President and Managing Director and participated in almost 150 investment banking assignments in the financial services industry, primarily in the investment management industry. Concluded approximately 40 transactions including representing Nuveen in the acquisition of NWQ, the LBO of Numeric Investors led by TA Associates, the sale of Kayne Anderson Rudnick to Phoenix, the sale of Symphony Asset Management to Nuveen, the reverse merger of New England Investment Companies into a publicly-traded MLP, Reich & Tang, and the sale of Miller Anderson & Sherrerd to Morgan Stanley. -
Investment Banking AnalystSalomon Brothers Jul 1989 - Jul 1991New York, Ny
Mark Scalzo Skills
Mark Scalzo Education Details
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Accounting, Finance, Management
Frequently Asked Questions about Mark Scalzo
What company does Mark Scalzo work for?
Mark Scalzo works for Validex Global Investing
What is Mark Scalzo's role at the current company?
Mark Scalzo's current role is Managing Partner, Chief Investment Officer.
What is Mark Scalzo's email address?
Mark Scalzo's email address is ms****@****rch.com
What is Mark Scalzo's direct phone number?
Mark Scalzo's direct phone number is +141553*****
What schools did Mark Scalzo attend?
Mark Scalzo attended The Wharton School.
What skills is Mark Scalzo known for?
Mark Scalzo has skills like Asset Managment, Equities, Hedge Funds, Investment Banking, Private Equity, Investments, Investment Management, Capital Markets, Valuation, Corporate Finance, Mergers, Financial Modeling.
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