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Career history of Mark Rosenblum
Former positions of Mark Rosenblum
Companies | Position | Start | End |
---|---|---|---|
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Analyst-Equity | 31/03/2015 | 31/08/2018 |
Lydian Wealth Management, Inc. | Corporate Officer/Principal | - | - |
Locke Capital Management, Inc.
![]() Locke Capital Management, Inc. Investment ManagersFinance Founded in 1992, Locke Capital Management, Inc. is a registered investment advisor located in Newport, Rhode Island with an additional office in Palm Beach, Florida | Analyst-Equity | - | - |
Hillman Capital Management, Inc.
![]() Hillman Capital Management, Inc. Investment ManagersFinance Hillman Capital Management, Inc. (HCM) is an independent registered investment advisor headquartered in Bethesda, Maryland. The firm was founded by Mark A. Hillman in 1998. HCM provides discretionary and non-discretionary investment advisory services to separately managed accounts, a mutual fund and a private fund. It also serves as a discretionary portfolio manager to clients participating in wrap fee, sub-advisory or “dual contract” programs. | Corporate Officer/Principal | - | - |
Epoch Investment Partners, Inc.
![]() Epoch Investment Partners, Inc. Investment ManagersFinance Epoch Investment Partners, Inc. (dba TD Epoch) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Bill Priest and David Pearl in 2004. They are a subsidiary of TD Bank US Holding Co., ultimately owned by The Toronto-Dominion Bank (NYSE; TSX: TD) in Canada. TD Epoch provides US, non-US and global investment strategies to institutional and intermediary clients. | Analyst-Equity | 31/10/2010 | - |
Portfolio Manager-Equities | 25/03/2010 | - |
Training of Mark Rosenblum
University of Maryland | Undergraduate Degree |
Statistics
International
United States | 7 |
Operational
Analyst-Equity | 3 |
Corporate Officer/Principal | 2 |
Portfolio Manager-Equities | 1 |
Sectoral
Finance | 6 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
---|---|
Epoch Investment Partners, Inc.
![]() Epoch Investment Partners, Inc. Investment ManagersFinance Epoch Investment Partners, Inc. (dba TD Epoch) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Bill Priest and David Pearl in 2004. They are a subsidiary of TD Bank US Holding Co., ultimately owned by The Toronto-Dominion Bank (NYSE; TSX: TD) in Canada. TD Epoch provides US, non-US and global investment strategies to institutional and intermediary clients. | Finance |
Locke Capital Management, Inc.
![]() Locke Capital Management, Inc. Investment ManagersFinance Founded in 1992, Locke Capital Management, Inc. is a registered investment advisor located in Newport, Rhode Island with an additional office in Palm Beach, Florida | Finance |
Hillman Capital Management, Inc.
![]() Hillman Capital Management, Inc. Investment ManagersFinance Hillman Capital Management, Inc. (HCM) is an independent registered investment advisor headquartered in Bethesda, Maryland. The firm was founded by Mark A. Hillman in 1998. HCM provides discretionary and non-discretionary investment advisory services to separately managed accounts, a mutual fund and a private fund. It also serves as a discretionary portfolio manager to clients participating in wrap fee, sub-advisory or “dual contract” programs. | Finance |
Lydian Wealth Management, Inc. | Finance |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
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