![Mark Carlson Sullivan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mark Carlson Sullivan
Directeur Général chez
Mount Vernon Associates, Inc.
Profil
Mr. Mark C.
Sullivan is President & Chief Investment Officer at Mount Vernon Associates, Inc. He has over 30 years of investment management experience.
Prior to joining Mount Vernon Associates in 1994, Mr. Sullivan was a Vice President and Portfolio Manager for Walnut Asset Management for 2 years where he was a member of the Investment Policy Committee, co-managed $250mm in equity, fixed income and balanced accounts and executed a value-oriented investment style for pension funds, profit sharing plans, endowments, foundations and private investors.
Previously, he was a Portfolio Manager and General Securities Principal for Burke, Lawton & Brewer for 7 years where he co-managed over $100mm in balanced accounts executing a low P/E value approach.
There, he also supervised investment banking and trading activities as well as the monitoring of primary and secondary markets.
Mark started his career as an Options Special Assistant for John Louis Securities Group, Inc., PHLX where he was a market maker, executed strategies such as reversals, conversions, spreads, straddles and butterflies and cleared trades for 16 NYSE listed companies.
He was Chairman of Towson University Foundation for several years.
He graduated from Lake Forest College with a B.A. in Business and Economics.
Postes actifs de Mark Carlson Sullivan
| Sociétés | Poste | Début |
|---|---|---|
Mount Vernon Associates, Inc.
 Mount Vernon Associates, Inc. Investment ManagersFinance MVA seeks to provide their clients with attractive long-term returns with reduced risk. Portfolios are managed based on each client's specific objectives through asset allocation, income targets, tax considerations and other investment constraints. The firm applies a top-down approach to both equity and fixed income management. Their management philosophy focuses on identifying securities with growth potential that can be purchased at a price which brings their clients the maximum value available for their dollar through fundamental qualitative and quantitative research disciplines. | Directeur Général | 01/01/1994 |
Formation de Mark Carlson Sullivan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
5
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Mount Vernon Associates, Inc.
Mount Vernon Associates, Inc. Investment ManagersFinance MVA seeks to provide their clients with attractive long-term returns with reduced risk. Portfolios are managed based on each client's specific objectives through asset allocation, income targets, tax considerations and other investment constraints. The firm applies a top-down approach to both equity and fixed income management. Their management philosophy focuses on identifying securities with growth potential that can be purchased at a price which brings their clients the maximum value available for their dollar through fundamental qualitative and quantitative research disciplines. | Finance |
Lake Forest College
 Lake Forest College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
