Profil
Mr. Jared L.
Marks, CFA, is a Research Analyst at Chartwell Investment Partners LLC.
He is part of value equity team.
Prior to joining Chartwell, he was an Investment Manager for North American Equities at Aberdeen Standard Investments.
He received his B.S.
in Economics with concentrations in Finance and Marketing from the Wharton School, University of Pennsylvania.
He is a CFA charterholder and member of the CFA Society of Philadelphia.
Postes actifs de Jared Lee Marks
| Sociétés | Poste | Début |
|---|---|---|
Chartwell Investment Partners LLC
Chartwell Investment Partners LLC Investment ManagersFinance Chartwell takes a long-term perspective with their investments, maintains focused portfolios, and strives for an increased active share of their holdings to deliver attractive investment performance. Their Equity Investment teams and strategies focus on the inherent inefficiencies available to astute, fundamentally oriented investors in small, mid, and large-cap equities. Fixed Income strategies leverage strong fundamental research capabilities to capitalize on inefficiencies in the investment grade and high yield credit space. | Analyst-Equity | 01/05/2019 |
Anciens postes connus de Jared Lee Marks
| Sociétés | Poste | Fin |
|---|---|---|
abrdn, Inc.
abrdn, Inc. Investment ManagersFinance abrdn utilizes various investment approaches when managing discretionary client accounts and providing recommendations to non-discretionary clients. The firm utilizes a bottom-up, fundamental stock-picking approach, where sector, regional and country allocations are a residual of their bottom-up stock selection decisions, constrained by appropriate risk controls. | Analyst-Equity | 01/05/2019 |
Formation de Jared Lee Marks
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Chartwell Investment Partners LLC
Chartwell Investment Partners LLC Investment ManagersFinance Chartwell takes a long-term perspective with their investments, maintains focused portfolios, and strives for an increased active share of their holdings to deliver attractive investment performance. Their Equity Investment teams and strategies focus on the inherent inefficiencies available to astute, fundamentally oriented investors in small, mid, and large-cap equities. Fixed Income strategies leverage strong fundamental research capabilities to capitalize on inefficiencies in the investment grade and high yield credit space. | Finance |
abrdn, Inc.
abrdn, Inc. Investment ManagersFinance abrdn utilizes various investment approaches when managing discretionary client accounts and providing recommendations to non-discretionary clients. The firm utilizes a bottom-up, fundamental stock-picking approach, where sector, regional and country allocations are a residual of their bottom-up stock selection decisions, constrained by appropriate risk controls. | Finance |
The Wharton School of the University of Pennsylvania
The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















