Profil
Mr. Mark Q.
Haley is an Executive Vice President at Winfield Associates, Inc.
He has over 15 years of investment experience, including 3 years at Citigroup Smith Barney.
He is a graduate of St. Mary’s College of California, Economics (BS).
Ehemalige bekannte Positionen von Mark Quien Haley
| Unternehmen | Position | Ende |
|---|---|---|
Winfield Associates, Inc.
 Winfield Associates, Inc. Investment ManagersFinance Winfield Associates, Inc. is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1997 and was acquired in 2022 by MAI Capital Management LLC, a subsidiary of Edgewood Partners Insurance Center. Winfield Associates provides advisory services for individuals, endowments and foundations, retirees and business owners, including qualified retirement plans. | Portfolio Manager-Aktien | 01.06.2022 |
Ausbildung von Mark Quien Haley
| St. Mary's College of California | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Winfield Associates, Inc.
Winfield Associates, Inc. Investment ManagersFinance Winfield Associates, Inc. is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1997 and was acquired in 2022 by MAI Capital Management LLC, a subsidiary of Edgewood Partners Insurance Center. Winfield Associates provides advisory services for individuals, endowments and foundations, retirees and business owners, including qualified retirement plans. | Finance |