Profiel
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.
Eerdere bekende functies van S. Mark Powell
| Bedrijven | Functie | Einde |
|---|---|---|
Stein Roe Investment Counsel LLC
 Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Portefeuillebeheerder-Aandelen | 31-12-2003 |
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Portefeuillebeheerder-Aandelen | - |
Capitol Securities Group, Inc.
 Capitol Securities Group, Inc. Investment Banks/BrokersFinance Part of Raymond James Financial, Inc., Capitol Securities Group, Inc. is a brokerage firm. The company is based in Austin, TX. Capitol Securities Group was acquired by Morgan Keegan & Co., Inc. (Old) on July 02, 1993. | Corporate Officer/Principal | - |
Morgan Keegan & Co., Inc. (Old)
 Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales | Corporate Officer/Principal | - |
Opleiding van S. Mark Powell
| Baylor University | Undergraduate Degree |
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| Bedrijven in privébezit | 4 |
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Morgan Keegan & Co., Inc. (Old)
Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales | Finance |
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Finance |
Stein Roe Investment Counsel LLC
Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Finance |
Capitol Securities Group, Inc.
Capitol Securities Group, Inc. Investment Banks/BrokersFinance Part of Raymond James Financial, Inc., Capitol Securities Group, Inc. is a brokerage firm. The company is based in Austin, TX. Capitol Securities Group was acquired by Morgan Keegan & Co., Inc. (Old) on July 02, 1993. | Finance |