Mark David Guinney
Chief Investment Officer bij Vernal Point Advisors LLC
Profiel
Mr. Mark D.
Guinney, CFA MBA, is a Chief Investment Officer at Vernal Point Advisors LLC.
He previously consulted to Vernal Point both at the inception of its current investment program, and during the two years leading up to becoming CIO.
Prior to Cresset, Mark co-led the 18-person investment team at Tiedemann Advisors (now AlTi Global, Inc) and was responsible for all aspects of the organization's $18bn investment program.
Previously, Mark held the position of Chief Investment Officer at The Presidio Group LLC, where he worked for 15 years.
When Presidio merged with Tiedemann in 2016, Mark was managing an investment team of five across all asset classes that oversaw $6.5bn in client assets.
Before joining Presidio, Mark was an Investment Consultant at Willis Towers Watson providing fiduciary oversight of various pension plans, endowments and foundations
In 2019, Mark co-authored the CFA level III reading titled “Asset Allocation to Alternative Investments”.
He completed an MBA from the University of California, Berkeley - Walter A.
Haas School of Business in 2002.
Additionally, Mark received a Bachelor of Arts (B.A.) in Economics, in 1992 from Pomona College.
Mark earned the Chartered Financial Analyst designation in 2001.
Actieve functies van Mark David Guinney
Bedrijven | Functie | Begin |
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Vernal Point Advisors LLC
Vernal Point Advisors LLC Investment ManagersFinance Vernal Point Advisors LLC provides investment advice. The firm's services include investment advisory, strategic planning, administrative, executive and support services. The company was founded by Paul Morelli and is headquartered in San Francisco, CA. | Chief Investment Officer | 01-01-2024 |
Eerdere bekende functies van Mark David Guinney
Bedrijven | Functie | Einde |
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Tiedemann Advisors LLC
Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors LLC is a SEC-registered wealth advisory firm headquartered in New York City. The firm was founded as Tiedemann Wealth Management LLC in 1999 and is a subsidiary of Alvarium Wealth Management Non-UK Ltd. in Great Britain. Tiedemann Advisors manages money for high-net-worth families and individuals as well as trusts, foundations, endowments, charitable organizations and other business or family related entities. | Lid van de Investeringscommissie | 01-02-2019 |
The Presidio Group LLC (California)
The Presidio Group LLC (California) Investment Banks/BrokersFinance The Presidio Group LLC provides investment services. It offers wealth advisory and investment banking services. The company was founded by Jeffrey L. Zlot and Brodie Cobb in 1997 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Opleiding van Mark David Guinney
Pomona College | Undergraduate Degree |
University of California, Berkeley | Masters Business Admin |
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Bedrijven in privébezit | 3 |
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Tiedemann Advisors LLC
Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors LLC is a SEC-registered wealth advisory firm headquartered in New York City. The firm was founded as Tiedemann Wealth Management LLC in 1999 and is a subsidiary of Alvarium Wealth Management Non-UK Ltd. in Great Britain. Tiedemann Advisors manages money for high-net-worth families and individuals as well as trusts, foundations, endowments, charitable organizations and other business or family related entities. | Finance |
Vernal Point Advisors LLC
Vernal Point Advisors LLC Investment ManagersFinance Vernal Point Advisors LLC provides investment advice. The firm's services include investment advisory, strategic planning, administrative, executive and support services. The company was founded by Paul Morelli and is headquartered in San Francisco, CA. | Finance |
The Presidio Group LLC (California)
The Presidio Group LLC (California) Investment Banks/BrokersFinance The Presidio Group LLC provides investment services. It offers wealth advisory and investment banking services. The company was founded by Jeffrey L. Zlot and Brodie Cobb in 1997 and is headquartered in San Francisco, CA. | Finance |