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Mark Anthony Mumford
Director/Miembro de la Junta en Hollow Brook Wealth Management LLC .
Perfil
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.
Cargos activos de Mark Anthony Mumford
Empresas | Cargo | Inicio |
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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. | Director/Miembro de la Junta | 01/06/2018 |
Formación de Mark Anthony Mumford.
The University of Tulsa | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
Empresas privadas | 1 |
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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 |
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