![S. Mark Powell](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>)
Profil
Before joining Atlantic Trust in 2002, Mr. Powell was most recently a Managing Director with Morgan Keegan & Company.
In this role he led Morgan’s asset management efforts in Texas, including the acquisition of Hester Capital Management in 1997.
Earlier in his career, he developed investment policy and strategy for clients of Capitol Securities, a regional institutional fixed income brokerage firm headquartered in Austin.
As a Partner at Capitol, he was instrumental in leading the firm’s expansion into new products, services, and markets, which ultimately led to its acquisition by Morgan Keegan in 1993.
He is actively involved with numerous charitable organizations including Children’s Medical Center (Leadership Committee); YMCA of Austin (past Treasurer); The Medical Institute (Development Council); MM Foundation (Trustee); and Young Life (Chairman, Greater Austin Development Board).
He earned a BA in Economics from Baylor University in 1981.
Anciens postes connus de S. Mark Powell
| Sociétés | Poste | Fin |
|---|---|---|
Stein Roe Investment Counsel LLC
 Stein Roe Investment Counsel LLC Investment ManagersFinance Portfolio managers, research analysts and investment strategists work together to construct the most appropriate portfolio to meet each client's objectives. Growth stocks serve as the core of every client's equity portfolio. In addition, Stein uses opportunity stocks to provide an element of balance and diversity in each portfolio. Opportunity stocks include attractively priced companies with more modest growth rates as well as special situations that are value driven. Their fixed-income investment process incorporates both top-down and bottom-up factors by emphasizing three key components: yield curve management, sector analysis and individual security selection. After determining asset allocation guidelines in league with their clients, Roe employs a 'best of breed' approach to implementation over a variety of asset classes. For many of their clients they utilize external expertise in niche areas that complement their core portfolio structure (these may include small capitalization stocks, international equities and alternative investments). | Gestionnaire de Portefeuille-Actions | 31/12/2003 |
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities. | Gestionnaire de Portefeuille-Actions | - |
Capitol Securities Group, Inc.
 Capitol Securities Group, Inc. Investment Banks/BrokersFinance Brokerage firm | Corporate Officer/Principal | - |
Morgan Keegan & Co., Inc. (Old)
 Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formation de S. Mark Powell
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
89
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Morgan Keegan & Co., Inc. (Old)
Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Provides brokerage services | Finance |
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities. | Finance |
Stein Roe Investment Counsel LLC
Stein Roe Investment Counsel LLC Investment ManagersFinance Portfolio managers, research analysts and investment strategists work together to construct the most appropriate portfolio to meet each client's objectives. Growth stocks serve as the core of every client's equity portfolio. In addition, Stein uses opportunity stocks to provide an element of balance and diversity in each portfolio. Opportunity stocks include attractively priced companies with more modest growth rates as well as special situations that are value driven. Their fixed-income investment process incorporates both top-down and bottom-up factors by emphasizing three key components: yield curve management, sector analysis and individual security selection. After determining asset allocation guidelines in league with their clients, Roe employs a 'best of breed' approach to implementation over a variety of asset classes. For many of their clients they utilize external expertise in niche areas that complement their core portfolio structure (these may include small capitalization stocks, international equities and alternative investments). | Finance |
Capitol Securities Group, Inc.
Capitol Securities Group, Inc. Investment Banks/BrokersFinance Brokerage firm | Finance |
Baylor University
 Baylor University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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