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Mark Anthony Mumford
Directeur/Bestuurslid bij Hollow Brook Wealth Management LLC
Profiel
Mr. Mark A.
Mumford, CFA, is a Managing Director at Hollow Brook Wealth Management LLC.
He is on the Board of Directors at Hollow Brook Wealth Management LLC.
He is responsible for assisting with investment analysis, portfolio management, client relations, and business development.
Before joining Hollow Brook, he was an Associate at J.P.
Morgan Private Bank.
At J.P.
Morgan, he served on a strategy and management team responsible for the US Private Bank.
Prior to that, he covered ultra-high net worth clients serving as an investment analyst for the Oklahoma market.
As an analyst, he was responsible for portfolio analysis and advisement on investment and credit solutions.
He received a BSBA in finance from the University of Tulsa.
He is a CFA charterholder.
Actieve functies van Mark Anthony Mumford
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Hollow Brook Wealth Management LLC
![]() Hollow Brook Wealth Management LLC Investment ManagersFinance Hollow Brook Wealth Management LLC (Hollow Brook) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Katonah, New York. The firm was founded as Hollow Brook Associates LLC in 2008. Hollow Brook provides comprehensive wealth management services to individuals, families, and institutions such as private foundations and family entities. | Directeur/Bestuurslid | 01-06-2018 |
Opleiding van Mark Anthony Mumford
The University of Tulsa | Undergraduate Degree |
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Hollow Brook Wealth Management LLC
![]() Hollow Brook Wealth Management LLC Investment ManagersFinance Hollow Brook Wealth Management LLC (Hollow Brook) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Katonah, New York. The firm was founded as Hollow Brook Associates LLC in 2008. Hollow Brook provides comprehensive wealth management services to individuals, families, and institutions such as private foundations and family entities. | Finance |