Profil
Mr. J.
P.
Mark is a Founder, President & Equity Research Analyst at Farmhouse Equity Research LLC.
He founded the firm in 2002.
He was Managing Director and Director of Research for Wells Fargo Securities in San Francisco.
Mr. Mark created and managed the largest small-cap focused research team on the West Coast and established new standards for quality of research and analyst integrity.
Before Wells Fargo, Mr. Mark was a Vice President and Senior Equity Research Analyst at Dain Rauscher Wessels in Dallas and San Francisco.
While at Dain, Mr. Mark was selected by Nokia Corporation to deliver the keynote address on capital markets at the Nokia Panorama in 1998.
Mr. Mark previously worked in research at the investment banking firms of Montgomery Securities and Robertson, Stephens & Company in San Francisco.
Before entering the field of equity research, Mr. Mark worked for Paul Kagan Associates in Carmel, California where he wrote on a wide range of subjects relating to the Cable TV industry.
Mr. Mark also worked at Harvard Business School where he wrote case studies for the General Management Department and the Advanced Management Program.
Mr. Mark received his MBA from the University of Chicago Graduate School of Business in 1983.
He received an MS in Environmental Health Engineering/Public Health from the Civil Engineering Department at Tufts University in 1982.
He graduated, cum laude, from Tufts University in 1981.
He is an NASD licensed securities principal, having successfully passed the Series 7, 63 and 24 exams.
Postes actifs de J. P. Mark
| Sociétés | Poste | Début |
|---|---|---|
Farmhouse Equity Research LLC
 Farmhouse Equity Research LLC Investment ManagersFinance Farmhouse Equity Research LLC is an independent equity research firm headquartered in Fair Oaks, California. The firm was founded by J.P. Mark in 2002 and they provide Custom Channel Check Research to institutional investors on a wide range of consumer goods, retail, technology, biotech, health care, and industrial companies. | Fondateur | 15/11/2010 |
Anciens postes connus de J. P. Mark
| Sociétés | Poste | Fin |
|---|---|---|
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | Corporate Officer/Principal | - |
| Robertson Stephens & Co. | Corporate Officer/Principal | - |
| Dain Rauscher Wessels | Corporate Officer/Principal | - |
| Montgomery Securities, Inc. | Corporate Officer/Principal | - |
Wachovia Capital Markets LLC
 Wachovia Capital Markets LLC Investment Banks/BrokersFinance Wells Fargo Securities LLC is the investment bank asset management and brokerage arm of Wells Fargo & Co. (NYSE: WFC). The firm is headquartered San Francisco. Their services include fixed-income sales and trading, equities sales and trading, market analysis and research and investment banking and advisory services. | Directeur de la Recherche - Actions | 01/01/2002 |
Formation de J. P. Mark
| The University of Chicago | Masters Business Admin |
| Tufts University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
| Montgomery Securities, Inc. | Finance |
Wachovia Capital Markets LLC
Wachovia Capital Markets LLC Investment Banks/BrokersFinance Wells Fargo Securities LLC is the investment bank asset management and brokerage arm of Wells Fargo & Co. (NYSE: WFC). The firm is headquartered San Francisco. Their services include fixed-income sales and trading, equities sales and trading, market analysis and research and investment banking and advisory services. | Finance |
| Dain Rauscher Wessels | Finance |
| Robertson Stephens & Co. | Finance |
Farmhouse Equity Research LLC
Farmhouse Equity Research LLC Investment ManagersFinance Farmhouse Equity Research LLC is an independent equity research firm headquartered in Fair Oaks, California. The firm was founded by J.P. Mark in 2002 and they provide Custom Channel Check Research to institutional investors on a wide range of consumer goods, retail, technology, biotech, health care, and industrial companies. | Finance |
