Profile
Mr. Mark R.
Wood, CFA, is a Senior Vice President at Callan LLC.
He joined Callan in 2013 and is responsible for research and analysis of U.S.
equity investment managers and assists plan sponsor clients with U.S.
equity manager searches.
He meets regularly with investment managers to develop an understanding of their strategies, products, investment policies, and organizational structures.
He is a member of Callan's ESG Committee and is a shareholder of the firm.
Prior to joining the Global Manager Research group, Mr. Wood worked as the Senior Research Analyst for Cook Street Consulting, Inc., a boutique consulting firm based in Denver, CO.
He was responsible for investment manager searches and due diligence for U.S.
equity, fixed income, and target date asset classes.
Mr. Wood earned a BS in Finance from the University of Colorado.
He has earned the right to use the Chartered Financial Analyst designation.
Mark Robert Wood active positions
| Companies | Position | Start |
|---|---|---|
Callan LLC
 Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Analyst-Equity | 30/11/2013 |
Former positions of Mark Robert Wood
| Companies | Position | End |
|---|---|---|
Cook Street Consulting, Inc.
 Cook Street Consulting, Inc. Investment ManagersFinance Cook Street Consulting, Inc. (Cook Street) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was co-founded by Sean M. Waters and Karen M. Robinson in 1999. They are a subsidiary of Morgan Stanley Domestic Holdings, Inc., which is ultimately held by Morgan Stanley (NYSE: MS). Cook Street provides customized fiduciary and investment consulting services to retirement plan sponsors, corporate accounts, foundations, and endowments in North America. | Corporate Officer/Principal | 30/12/2012 |
Training of Mark Robert Wood
| University of Colorado Boulder | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Callan LLC
Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Finance |
Cook Street Consulting, Inc.
Cook Street Consulting, Inc. Investment ManagersFinance Cook Street Consulting, Inc. (Cook Street) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was co-founded by Sean M. Waters and Karen M. Robinson in 1999. They are a subsidiary of Morgan Stanley Domestic Holdings, Inc., which is ultimately held by Morgan Stanley (NYSE: MS). Cook Street provides customized fiduciary and investment consulting services to retirement plan sponsors, corporate accounts, foundations, and endowments in North America. | Finance |
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