Mark Manning Gleason
Analyst-Equity bei Wescap Management Group, Inc.
Profil
Mr. Mark M.
Gleason, CFA MBA, is a Senior Financial Advisor at WESCAP Management Group, Inc. He brings over 40 years of financial advice, research and management experience to Wescap Group.
In addition to serving the needs of individual clients, he serves on Wescap's Investment Committee, providing research and specific investment selection and helping to set Wescap's asset allocation policy.
Prior to joining Wescap Group in 1993, Mr. Gleason was a Financial Counselor with Asset Management Group, providing financial fee-only advice to Fortune 500 senior executives.
Prior experiences included a stint as a financial analyst and tax preparer for a major West Coast bank and as a real estate analyst for a Los Angeles consulting firm.
Mr. Gleason received his MBA from the University of Southern California and a BA in Economics from the University of California at San Diego.
He is a Chartered Financial Analyst.
The College for Financial Planning awarded him the Certified Financial Planner designation.
He is an active member of the CFA Institute, CFA Society of Los Angeles.
Aktive Positionen von Mark Manning Gleason
Unternehmen | Position | Beginn |
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Wescap Management Group, Inc.
Wescap Management Group, Inc. Investment ManagersFinance WESCAP Management Group, Inc., dba WESCAP Group, is an independent, SEC-registered investment advisor and wealth management firm headquartered in Glendale, California. The firm was founded in 1988 by Joel Edstrom and Eric Weinlein. WESCAP Group offers investment management and financial planning services to a diverse client base of high-net-worth individuals and families. | Analyst-Equity | 01.01.1993 |
Ausbildung von Mark Manning Gleason
University of California San Diego | Undergraduate Degree |
University of Southern California | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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Wescap Management Group, Inc.
Wescap Management Group, Inc. Investment ManagersFinance WESCAP Management Group, Inc., dba WESCAP Group, is an independent, SEC-registered investment advisor and wealth management firm headquartered in Glendale, California. The firm was founded in 1988 by Joel Edstrom and Eric Weinlein. WESCAP Group offers investment management and financial planning services to a diverse client base of high-net-worth individuals and families. | Finance |