![Mark Melanson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mark Melanson
Gestionnaire de Portefeuille-Actions chez
Osborne Partners Capital Management LLC
Profil
Mr. Mark J.
Melanson, CFA MBA, is a Managing Director at Osborne Partners Capital Management LLC.
He is also a Portfolio Manager and has over 35 years of experience.
He is a member of the OPCM Investment Management Team.
Previously, he was with Northern Trust as a Senior Portfolio Manager.
Prior to Northern Trust, Mr. Melanson was the President and Chief Investment Officer of Citicorp Trust, where he managed $2 billion in equity and balanced portfolios.
He received his B.S.
degree in Economics from the University of the Pacific and a M.B.A. from the Claremont Graduate School.
Additionally, he is a CFA Charterholder.
He is a member of CFA Society San Francisco and CFA Institute.
Postes actifs de Mark Melanson
| Sociétés | Poste | Début |
|---|---|---|
Osborne Partners Capital Management LLC
 Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners believes that an actively managed, diversified portfolio of multiple asset classes, results in long-term, risk-adjusted performance over time. The firm offers the following investment strategies: Global Equity Strategy, Global Growth Strategy, Global Moderate Growth Strategy, Global Balanced Strategy, Global Income Strategy, and the Fixed Income Strategy. They use deep fundamental research to focus on a company’s earnings quality and growth, balance sheet quality and trends, and absolute and relative valuation. | Gestionnaire de Portefeuille-Actions | - |
Anciens postes connus de Mark Melanson
| Sociétés | Poste | Fin |
|---|---|---|
Citicorp Trustee Co. Ltd.
 Citicorp Trustee Co. Ltd. Regional BanksFinance Provides depository banking services | President | - |
Northern Trust of California, NA
 Northern Trust of California, NA Investment ManagersFinance NTC's balanced management investment philosophy is based on the belief that effective asset allocation takes place at both the strategic (long-term) and tactical (short-term) levels. The firm holds that the allocation between asset classes and security types is the most critical decision that clients face. NTC balances client needs with market considerations, reviews tactical decisions in a strategic context, and strives to build well-defined investment strategies that utilize a range of fixed-income and equity instruments. | Gestionnaire de Portefeuille-Actions | - |
Formation de Mark Melanson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
6
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Osborne Partners Capital Management LLC
Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners believes that an actively managed, diversified portfolio of multiple asset classes, results in long-term, risk-adjusted performance over time. The firm offers the following investment strategies: Global Equity Strategy, Global Growth Strategy, Global Moderate Growth Strategy, Global Balanced Strategy, Global Income Strategy, and the Fixed Income Strategy. They use deep fundamental research to focus on a company’s earnings quality and growth, balance sheet quality and trends, and absolute and relative valuation. | Finance |
Citicorp Trustee Co. Ltd.
Citicorp Trustee Co. Ltd. Regional BanksFinance Provides depository banking services | Finance |
Northern Trust of California, NA
Northern Trust of California, NA Investment ManagersFinance NTC's balanced management investment philosophy is based on the belief that effective asset allocation takes place at both the strategic (long-term) and tactical (short-term) levels. The firm holds that the allocation between asset classes and security types is the most critical decision that clients face. NTC balances client needs with market considerations, reviews tactical decisions in a strategic context, and strives to build well-defined investment strategies that utilize a range of fixed-income and equity instruments. | Finance |
University of the Pacific
 University of the Pacific Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Claremont Graduate University
 Claremont Graduate University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
