Mark Parmer Massey
Portfolio Manager-Equities at Capital Square LLC
Profile
Mr. Mark P.
Massey is a Financial Advisor & Portfolio Manager at Capital Square LLC.
He joined Capital Square, LLC upon its formation in January 2017.
He focus is on asset management, based on the reasoning that even the best-laid plans will not be realized if you do not earn the returns to pay for them.
Mr. Massey was previously with Bellwether Investment Group, LLC after beginning his advisory career at UBS Financial Services in 2010.
He received his JD, Cecil C.
Humphreys School of Law, University of Memphis, 1989 MBA, Graduate School, University of Memphis, 1989 BSBA, Finance & Banking, Sam Walton School of Business, University of Arkansas, 1984.
Mark Parmer Massey active positions
| Companies | Position | Start |
|---|---|---|
Capital Square LLC
 Capital Square LLC Investment ManagersFinance Capital Square LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Athens, Tennessee. The firm was founded by Notley “Sandy” Maddox in 2017. Capital Square provides investment advice to individuals, trusts, and estates. | Portfolio Manager-Equities | 08/01/2017 |
Former positions of Mark Parmer Massey
| Companies | Position | End |
|---|---|---|
Bellwether Investment Group LLC
 Bellwether Investment Group LLC Investment ManagersFinance Bellwether Investment Group LLC (Bellwether) is an independent SEC-registered asset management firm headquartered in Hixson, Tennessee. The firm was founded in 2008 by John Lindsey, Connie West, and Martin Summitt. Bellwether provides investment advice to individuals, businesses, trusts, and estates. | Portfolio Manager-Equities | 31/12/2016 |
Training of Mark Parmer Massey
| The University of Arkansas | Undergraduate Degree |
| University of Memphis | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Bellwether Investment Group LLC
Bellwether Investment Group LLC Investment ManagersFinance Bellwether Investment Group LLC (Bellwether) is an independent SEC-registered asset management firm headquartered in Hixson, Tennessee. The firm was founded in 2008 by John Lindsey, Connie West, and Martin Summitt. Bellwether provides investment advice to individuals, businesses, trusts, and estates. | Finance |
Capital Square LLC
Capital Square LLC Investment ManagersFinance Capital Square LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Athens, Tennessee. The firm was founded by Notley “Sandy” Maddox in 2017. Capital Square provides investment advice to individuals, trusts, and estates. | Finance |
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