Mark Haley
President bei LIBERTY ALL-STAR EQUITY FUND
Vermögen: 2 Mio $ am 31.03.2024
Profil
Mark Timothy Haley is currently the President at Liberty All-Star Equity Fund and the Chief Investment Officer at ALPS Funds Services, Inc. He also holds the position of Senior Vice President at Liberty All-Star Growth Fund, Inc. and Vice President at ALPS Advisors, Inc. Previously, he served as Vice President at Liberty All Star Growth Fund, Inc. from 1999 to 2003 and Vice President at Banc of America Investment Advisors, Inc. from 1999 to 2006.
Mr. Haley holds an MBA from Suffolk University and an undergraduate degree from St. Anselm College.
Bekannte Unternehmensbeteiligungen
| Unternehmen | Datum | Anzahl der Aktien | Bewertung | Datum der Bewertung |
|---|---|---|---|---|
| 08.12.2023 | 127 029 ( 0,05% ) | 908 257 $ | 31.03.2024 | |
| 20.03.2024 | 121 594 ( 0,21% ) | 667 551 $ | 31.03.2024 |
Aktive Positionen von Mark Haley
| Unternehmen | Position | Beginn |
|---|---|---|
| LIBERTY ALL-STAR EQUITY FUND | President | 01.01.2023 |
| LIBERTY ALL-STAR GROWTH FUND, INC. | Corporate Officer/Principal | 01.01.1999 |
ALPS Funds Services, Inc.
 ALPS Funds Services, Inc. Investment Trusts/Mutual FundsMiscellaneous ALPS Funds Services, Inc. provides back office services for open and closed-end, and hedge funds. The firm provides administration, compliance, fund accounting, legal, marketing, tax administration, transfer agency, and shareholders services. The company was founded by W. Robert Alexander in 1985 and is headquartered in Denver, CO. | Chief Investment Officer | - |
ALPS Advisors, Inc.
 ALPS Advisors, Inc. Investment ManagersFinance ALPS Advisers, Inc. (AAI) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2006 and is a subsidiary of ALPS Holdings, Inc., ultimately held by SS&C Technologies Holdings, Inc. (NASDAQ: SSNC). AAI provides discretionary investment management services exclusively to registered investment companies. | Portfolio Manager-Equities | - |
Ehemalige bekannte Positionen von Mark Haley
| Unternehmen | Position | Ende |
|---|---|---|
| Banc of America Investment Advisors, Inc. | Corporate Officer/Principal | 01.01.2006 |
| Liberty All Star Growth Fund, Inc. | Corporate Officer/Principal | 15.04.2003 |
Ausbildung von Mark Haley
| Suffolk University | Masters Business Admin |
| St. Anselm College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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Herr
Frau
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Unternehmensverbindungen
| Private Unternehmen | 6 |
|---|---|
Liberty All-Star Equity Fund
 Liberty All-Star Equity Fund Investment Trusts/Mutual FundsMiscellaneous Liberty All Star Equity Fund operates as a diversified, closed-end management investment company. It seeks total investment return comprised of long-term capital appreciation and current income through investing primarily in a diversified portfolio of equity securities. The company was founded on October 31, 1986 and is headquartered in Denver, CO. | Miscellaneous |
| Liberty All Star Growth Fund, Inc. | Miscellaneous |
ALPS Funds Services, Inc.
ALPS Funds Services, Inc. Investment Trusts/Mutual FundsMiscellaneous ALPS Funds Services, Inc. provides back office services for open and closed-end, and hedge funds. The firm provides administration, compliance, fund accounting, legal, marketing, tax administration, transfer agency, and shareholders services. The company was founded by W. Robert Alexander in 1985 and is headquartered in Denver, CO. | Miscellaneous |
Liberty All-Star Growth Fund, Inc.
 Liberty All-Star Growth Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Liberty All-Star Growth Fund, Inc. operates as a closed-end investment fund/investment trust. Its investment objective is to seek long-term capital appreciation through investment primarily in a diversified portfolio of equity securities. The company was founded on March 14, 1986 and is headquartered in Denver, CO. | Miscellaneous |
| Banc of America Investment Advisors, Inc. | Finance |
ALPS Advisors, Inc.
ALPS Advisors, Inc. Investment ManagersFinance ALPS Advisers, Inc. (AAI) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2006 and is a subsidiary of ALPS Holdings, Inc., ultimately held by SS&C Technologies Holdings, Inc. (NASDAQ: SSNC). AAI provides discretionary investment management services exclusively to registered investment companies. | Finance |
