Profile
Mark Steven Werner is currently a Vice President & Analyst at Fred Alger Management LLC since 2018.
Prior to this, he worked as an Investment Analyst & Product Specialist at Ashfield Capital Partners LLC from 2010 to 2017.
He also worked as an Assistant Portfolio Manager at AXA Rosenberg Investment Management LLC in 2010 and as a Marketing Communications Manager at RCM Capital Management LLC in 2006.
Mr. Werner received his undergraduate degree from Arizona State University in 2003 and his graduate degree from St. Mary's College of California in 2010.
Mark Werner active positions
Companies | Position | Start |
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Fred Alger Management LLC
Fred Alger Management LLC Investment ManagersFinance Fred Alger Management LLC (FAM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm is wholly-owned by Alger Group Holdings LLC, which in turn is wholly-owned by Alger Associates, Inc. Founded in 1964, FAM provides both discretionary and non-discretionary investment advisory services to institutional investors through separate accounts, US and foreign registered and privately offered funds, as well as through a third-party sponsored bank collective investment trust; and to retail investors through wrap programs and US and foreign registered pooled investment vehicles. | Analyst-Equity | 30/11/2018 |
Former positions of Mark Werner
Companies | Position | End |
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AXA Rosenberg Investment Management LLC
AXA Rosenberg Investment Management LLC Investment ManagersFinance AXA Rosenberg Investment Management LLC (AXA Rosenberg IM) is a registered investment advisor headquartered in Orinda, California. The firm was founded by Barr Rosenberg in 1985 and is a direct, wholly-owned subsidiary AXA Investment Managers US Holdings, Inc., ultimately held by AXA SA (EPA: CS) in France. AXA Rosenberg IM provides investment management services to US, Canadian and Latin American institutional investors invested through segregated mandates or pooled funds. They also provide portfolio management and trading activities for equity investments in North and South America on behalf of their clients and affiliated Advisers. | Portfolio Manager-Equities | 30/08/2010 |
RCM Capital Management LLC
RCM Capital Management LLC Investment ManagersFinance Founded in 1970 by Claude Rosenberg, RCM Capital Management LLC, formerly Rosenberg Capital Management, RCM Capital Management LLC is a registered investment advisor headquartered in San Francisco with additional offices in London, Frankfurt, Hong Kong, Tokyo and Sydney. The firm was also previously known as Dresdner RCM Global Investors. RCM is a division of RCM U.S. Holdings LLC and their ultimate parent is Allianz SE. RCM manages portfolios for individuals and institutions. They also manage the Allianz/Dresdner family of mutual funds. The firm provides investment management services to clients around the world including: pension funds, blue chip multinational companies, investment trusts, governments, insurance companies and charitable foundations. | Corporate Officer/Principal | 30/06/2006 |
Ashfield Capital Partners LLC
Ashfield Capital Partners LLC Investment ManagersFinance Ashfield Capital Partners LLC is a SEC-registered investment advisor headquartered in San Francisco, California. It was founded in 1973 and is a subsidiary of ACO Partners LLC in Canada. Ashfield Capital Partners provides investment advisory services to individuals and families, family offices, trusts and estates, and partnerships, and to institutional clients including corporate pension and profit-sharing plans, charitable institutions, and foundations. | Analyst-Equity | - |
Training of Mark Werner
St. Mary's College of California | Graduate Degree |
Arizona State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Ashfield Capital Partners LLC
Ashfield Capital Partners LLC Investment ManagersFinance Ashfield Capital Partners LLC is a SEC-registered investment advisor headquartered in San Francisco, California. It was founded in 1973 and is a subsidiary of ACO Partners LLC in Canada. Ashfield Capital Partners provides investment advisory services to individuals and families, family offices, trusts and estates, and partnerships, and to institutional clients including corporate pension and profit-sharing plans, charitable institutions, and foundations. | Finance |
AXA Rosenberg Investment Management LLC
AXA Rosenberg Investment Management LLC Investment ManagersFinance AXA Rosenberg Investment Management LLC (AXA Rosenberg IM) is a registered investment advisor headquartered in Orinda, California. The firm was founded by Barr Rosenberg in 1985 and is a direct, wholly-owned subsidiary AXA Investment Managers US Holdings, Inc., ultimately held by AXA SA (EPA: CS) in France. AXA Rosenberg IM provides investment management services to US, Canadian and Latin American institutional investors invested through segregated mandates or pooled funds. They also provide portfolio management and trading activities for equity investments in North and South America on behalf of their clients and affiliated Advisers. | Finance |
RCM Capital Management LLC
RCM Capital Management LLC Investment ManagersFinance Founded in 1970 by Claude Rosenberg, RCM Capital Management LLC, formerly Rosenberg Capital Management, RCM Capital Management LLC is a registered investment advisor headquartered in San Francisco with additional offices in London, Frankfurt, Hong Kong, Tokyo and Sydney. The firm was also previously known as Dresdner RCM Global Investors. RCM is a division of RCM U.S. Holdings LLC and their ultimate parent is Allianz SE. RCM manages portfolios for individuals and institutions. They also manage the Allianz/Dresdner family of mutual funds. The firm provides investment management services to clients around the world including: pension funds, blue chip multinational companies, investment trusts, governments, insurance companies and charitable foundations. | Finance |
Fred Alger Management LLC
Fred Alger Management LLC Investment ManagersFinance Fred Alger Management LLC (FAM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm is wholly-owned by Alger Group Holdings LLC, which in turn is wholly-owned by Alger Associates, Inc. Founded in 1964, FAM provides both discretionary and non-discretionary investment advisory services to institutional investors through separate accounts, US and foreign registered and privately offered funds, as well as through a third-party sponsored bank collective investment trust; and to retail investors through wrap programs and US and foreign registered pooled investment vehicles. | Finance |
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