Profile
Mr. Mark Q.
Haley is an Executive Vice President at Winfield Associates, Inc.
He has over 15 years of investment experience, including 3 years at Citigroup Smith Barney.
He is a graduate of St. Mary’s College of California, Economics (BS).
Former positions of Mark Quien Haley
| Companies | Position | End |
|---|---|---|
Winfield Associates, Inc.
 Winfield Associates, Inc. Investment ManagersFinance Winfield Associates, Inc. is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1997 and was acquired in 2022 by MAI Capital Management LLC, a subsidiary of Edgewood Partners Insurance Center. Winfield Associates provides advisory services for individuals, endowments and foundations, retirees and business owners, including qualified retirement plans. | Portfolio Manager-Equities | 31/05/2022 |
Training of Mark Quien Haley
| St. Mary's College of California | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Winfield Associates, Inc.
Winfield Associates, Inc. Investment ManagersFinance Winfield Associates, Inc. is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1997 and was acquired in 2022 by MAI Capital Management LLC, a subsidiary of Edgewood Partners Insurance Center. Winfield Associates provides advisory services for individuals, endowments and foundations, retirees and business owners, including qualified retirement plans. | Finance |
- Stock Market
- Insiders
- Mark Quien Haley
