Mark Stoeckle
Chief Executive Officer chez Adams Natural Resources Funds, Inc. (Invt Mgmt)
Fortune : 2 M $ au 31/03/2024
Profil
Mark Edward Stoeckle is the founder of 646 Advisors LLC.
He is currently the Chief Executive Officer & Senior Portfolio Manager at Adams Natural Resources Funds, Inc. (Invt Mgmt) and The Adams Diversified Equity Fund, Inc. (Mutual Fund Manager).
He was previously the President, Chief Executive Officer & Director at Adams Diversified Equity Fund, Inc. and Chief Executive Officer & Director at Adams Natural Resources Fund, Inc. He also held senior positions at Adams Funds Advisers LLC, Bear, Stearns & Co., Inc., BNP Paribas Asset Management, Inc., MFS Institutional Advisors, Inc., and Liberty Financial Corp.
(Arizona).
Stoeckle received his undergraduate degree from Bethany College (West Virginia) and his MBA from F.W.
Olin Graduate School of Business.
Détentions connues dans des sociétés publiques
Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
---|---|---|---|---|
31/12/2023 | 80 232 ( 0,06% ) | 2 M $ | 31/03/2024 | |
05/02/2024 | 16 467 ( 0,06% ) | 379 729 $ | 31/03/2024 |
Postes actifs de Mark Stoeckle
Sociétés | Poste | Début |
---|---|---|
Adams Natural Resources Funds, Inc. (Invt Mgmt)
Adams Natural Resources Funds, Inc. (Invt Mgmt) Investment ManagersFinance Adams Natural Resources Funds, Inc. (Invt Mgmt) (dba Adams Funds) is the investment management division of Adams Natural Resources Funds, Inc. (NYSE: PEO), a closed-end investment company headquartered in Baltimore, Maryland. The firm was founded in 1929 under the name Petroleum Corp. of America. Their name was changed to Petroleum & Resources Corp. in 1977 and it was renamed Adams Natural Resources Fund, Inc. in 2015. Adams Funds manages a closed-end equity fund for various types of investors. | Chief Executive Officer | 01/02/2013 |
The Adams Diversified Equity Fund, Inc. (Mutual Fund Manager)
The Adams Diversified Equity Fund, Inc. (Mutual Fund Manager) Investment ManagersFinance The Adams Diversified Equity Fund, Inc. (Mutual Fund Manager) (dba Adams Express) is the mutual fund management division of the Adams Diversified Equity Fund, Inc. (NYSE: ADX), an investment company headquartered in Baltimore, Maryland. The firm was founded in 1929 and formerly known as Adams Express Co. Adams Express manages a closed-end equity fund for various types of investors. | Chief Executive Officer | 11/02/2013 |
Anciens postes connus de Mark Stoeckle
Sociétés | Poste | Fin |
---|---|---|
ADAMS DIVERSIFIED EQUITY FUND, INC. | Chief Executive Officer | 20/04/2023 |
ADAMS NATURAL RESOURCES FUND, INC. | Chief Executive Officer | 20/04/2023 |
Adams Funds Advisers LLC
Adams Funds Advisers LLC Investment ManagersFinance Part of Adams Diversified Equity Fund, Inc., Adams Funds Advisers LLC provides investment advice. The private company is based in Baltimore, MD. The company was founded in 2014. The CEO is Mark Edward Stoeckle. | Chief Executive Officer | 01/04/2023 |
646 Advisors LLC | Founder | - |
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Corporate Officer/Principal | - |
Formation de Mark Stoeckle
Bethany College (West Virginia) | Undergraduate Degree |
F.W. Olin Graduate School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 10 |
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Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Finance |
Adams Diversified Equity Fund, Inc.
Adams Diversified Equity Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Adams Diversified Equity Fund, Inc. is a closed-end mutual fund. It engages in generating long-term capital appreciation. The company was founded in 1929 and is headquartered in Baltimore, MD. | Miscellaneous |
Adams Natural Resources Fund, Inc.
Adams Natural Resources Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Adams Natural Resources Fund, Inc. is a closed-end equity investment fund, which specializes in energy and natural resources stocks. Its objectives include the preservation of capital, attainment of reasonable income from investments, and an opportunity for capital appreciation. The company was founded in 1929 and is headquartered in Baltimore, MD. | Miscellaneous |
BNP Paribas Asset Management, Inc.
BNP Paribas Asset Management, Inc. Investment ManagersFinance Founded in 2003, BNP Paribas Asset Management, Inc. (BNPP AM) is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a direct, wholly-owned subsidiary of BNP Paribas Investment Partners USA Holdings Inc., which is in turn wholly owned by Paribas North America, Inc. They offer a range of equity, Euro, fixed-income and alternative investment products to North American institutional investors. | Finance |
MFS Institutional Advisors, Inc.
MFS Institutional Advisors, Inc. Investment ManagersFinance MFS Institutional Advisors, Inc. (MFSI) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Massachusetts Financial Services Co., dba MFS Investment Management (MFS), which is an indirect, majority-owned subsidiary of Sun Life Financial Inc. (TSE: SLF, NYSE: SLF) in Canada. Founded in 1986, MFSI provides investment advisory services to institutional investors. The firm also provides advisory services through certain wrap fee programs whose participants include individual and high net-worth individuals. | Finance |
Liberty Financial Corp. (Arizona) | Finance |
Adams Natural Resources Funds, Inc. (Invt Mgmt)
Adams Natural Resources Funds, Inc. (Invt Mgmt) Investment ManagersFinance Adams Natural Resources Funds, Inc. (Invt Mgmt) (dba Adams Funds) is the investment management division of Adams Natural Resources Funds, Inc. (NYSE: PEO), a closed-end investment company headquartered in Baltimore, Maryland. The firm was founded in 1929 under the name Petroleum Corp. of America. Their name was changed to Petroleum & Resources Corp. in 1977 and it was renamed Adams Natural Resources Fund, Inc. in 2015. Adams Funds manages a closed-end equity fund for various types of investors. | Finance |
The Adams Diversified Equity Fund, Inc. (Mutual Fund Manager)
The Adams Diversified Equity Fund, Inc. (Mutual Fund Manager) Investment ManagersFinance The Adams Diversified Equity Fund, Inc. (Mutual Fund Manager) (dba Adams Express) is the mutual fund management division of the Adams Diversified Equity Fund, Inc. (NYSE: ADX), an investment company headquartered in Baltimore, Maryland. The firm was founded in 1929 and formerly known as Adams Express Co. Adams Express manages a closed-end equity fund for various types of investors. | Finance |
646 Advisors LLC | |
Adams Funds Advisers LLC
Adams Funds Advisers LLC Investment ManagersFinance Part of Adams Diversified Equity Fund, Inc., Adams Funds Advisers LLC provides investment advice. The private company is based in Baltimore, MD. The company was founded in 2014. The CEO is Mark Edward Stoeckle. | Finance |