Mark Garfinkel

Portfolio Manager-Fixed Income chez

Liquid Strategies LLC

Finance

Consumer Services

Profil

Mr. Mark D.
Garfinkel, CFA MBA, is a Portfolio Manager at Liquid Strategies LLC.
He has 25 years of experience in the investment and wealth management industry.
Mr. Garfinkel was previously worked in various roles ranging from Personal Trust Portfolio Manager to Chief Investment Officer and Lead Portfolio Manager for a highly successful Small Cap Growth investment fund.
He worked with SunTrust Banks and Trusco Capital Management for 16 years managing personal trust and institutional equity and balanced portfolios, before developing and launching a Small Cap Growth investment discipline for the firm.
From 2006 – 2014, following his tenure with SunTrust, Mr. Garfinkel was a founding partner and Chief Investment Officer for Perimeter Capital Management, where he continued as the Lead Portfolio Manager for the firm's Small Cap Growth Strategy.
From 2014 – 2022, He took a brief hiatus from the investment business, serving as the CFO and COO for a small payments technology firm located in the Atlanta area until 2020.
Subsequently, He launched his own payments consulting firm, before deciding to return to his roots in investment management.
He joined Bison Wealth, LLC, an SECregistered investment adviser, in May 2022 serving as the Head of Investment Policy and Strategy; He is a graduate from Vanderbilt University and the Owen Graduate School of Management, where he earned his BA and MBA.

Postes actifs de Mark Garfinkel

Sociétés	Poste	Début
Liquid Strategies LLC Liquid Strategies LLC Investment ManagersFinance Liquid Strategies’ flagship active overlay strategy sits atop various passive asset class indices, with the goal of providing enhanced return with reduced risk. The firm seeks to achieve its investment objective primarily by selling listed weekly put options on US equity indices, US ETFs and common stock of US issuers across any market capitalization, while also purchasing intermediate term put options for hedging purposes.	Portfolio Manager-Fixed Income	01/09/2023

Tous les postes actifs de Mark Garfinkel

Anciens postes connus de Mark Garfinkel

Sociétés	Poste	Fin
Trusco Capital Management, Inc. Trusco Capital Management, Inc. Investment ManagersFinance Ridgeworth employs a comprehensive allocation process that enables them to develop an efficient and appropriate asset allocation for each client. The process incorporates an objective analytical framework that three distinct activities: efficient frontier modeling, plus tactical overlay and asset allocation. Through efficient frontier modeling they derive long-term strategic investment solutions using expected returns, standard deviations and cross-correlation matrix analysis. Their plus tactical overlay evaluates asset class performance and looks for extremes and absolute and relative performance. Riverfront's portfolio maintenance strategy maintains the optimal allocation through systematic and unemotional rebalancing.	Gestionnaire de Portefeuille-Actions	30/05/2006
Perimeter Capital Partners LLC Perimeter Capital Partners LLC Investment ManagersFinance Perimeter Capital Partners' Small-Cap Growth investment philosophy is based on the belief that a highly diversified portfolio of small-cap growth stocks can minimize the risk and volatility inherent to small-cap investing without sacrificing the growth that makes the asset class attractive. The strategy's objective is to construct and maintain a portfolio of small-cap stocks that have the best combination of earnings growth and fundamental characteristics throughout the economy. Perimeters Small-Cap Growth investment process focuses on companies with market-cap of $100 million to $2.5 billion, plus all stocks over $2.5 billion that are included in the Russell 2000 Growth Index. Stocks must also meet the minimum liquidity threshold of $30 million in monthly trading volume in order to be considered in the investable universe. The strategy is benchmarked against the Russell 2000 Growth Index. Perimeters Extended Small-Cap Growth strategy is an extension of the firms Small-Cap Growth discipline. This strategy subscribes to the same philosophy that a highly diversified, nearly equal-weighted portfolio of small/mid cap growth stocks can minimize the risk and volatility inherent to small-mid cap investing without sacrificing the growth that makes the asset class so attractive. The strategy's objective is to construct and maintain a portfolio of larger small-cap stocks that have the best combination of earnings growth and fundamental characteristics throughout the economy. The Extended Small-Cap Growth portfolio focuses on companies with market-cap of $750 million to $8 billion. Companies in the investable universe must also exhibit at least $100 million in average monthly trading volume in an effort to mitigate trading/liquidity risks. The strategy is benchmarked against the Russell 2000 Growth Index and/or the Russell 2500 Growth Index. The firm's US Small-Cap Value strategy seeks relatively undervalued companies, although attractive valuation alone is not an investment thesis. Instead, Perimeter believes that fundamentals are more important than valuation. Their research is focused on finding companies with above-average free cash flows along with the ability to invest capital for higher than average returns. They believe that this ability to accelerate value creation will be rewarded by the market in the form of higher prices. When identifying portfolio candidates, Perimeter determines risk/reward by framing business fundamentals, capital structure, profit and growth profile, within the context of valuation. In building client portfolios, their Small-Cap Value team ultimately focuses on a company's ability to grow, with an emphasis on longer term value creation potential. If fundamentals suggest that the stock can continue to appreciate, Perimeter will not sell the stock. Their Small-Cap Value portfolio generally holds 60 to 80 stocks, focusing on companies with market-cap less than $2.5 billion at the time of purchase. Companies in the investable universe must also exhibit at least $25 million in average monthly trading volume in an effort to mitigate trading/liquidity risks. The strategy is benchmarked against the Russell 2000 Value Index.	Fondateur	-
SUNTRUST BANKS	Gestionnaire de Portefeuille-Actions	-

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Sociétés liées

Entreprise privées	5
SunTrust Banks, Inc. SunTrust Banks, Inc. Regional BanksFinance National commercial bank	Finance
Perimeter Capital Partners LLC Perimeter Capital Partners LLC Investment ManagersFinance Perimeter Capital Partners' Small-Cap Growth investment philosophy is based on the belief that a highly diversified portfolio of small-cap growth stocks can minimize the risk and volatility inherent to small-cap investing without sacrificing the growth that makes the asset class attractive. The strategy's objective is to construct and maintain a portfolio of small-cap stocks that have the best combination of earnings growth and fundamental characteristics throughout the economy. Perimeters Small-Cap Growth investment process focuses on companies with market-cap of $100 million to $2.5 billion, plus all stocks over $2.5 billion that are included in the Russell 2000 Growth Index. Stocks must also meet the minimum liquidity threshold of $30 million in monthly trading volume in order to be considered in the investable universe. The strategy is benchmarked against the Russell 2000 Growth Index. Perimeters Extended Small-Cap Growth strategy is an extension of the firms Small-Cap Growth discipline. This strategy subscribes to the same philosophy that a highly diversified, nearly equal-weighted portfolio of small/mid cap growth stocks can minimize the risk and volatility inherent to small-mid cap investing without sacrificing the growth that makes the asset class so attractive. The strategy's objective is to construct and maintain a portfolio of larger small-cap stocks that have the best combination of earnings growth and fundamental characteristics throughout the economy. The Extended Small-Cap Growth portfolio focuses on companies with market-cap of $750 million to $8 billion. Companies in the investable universe must also exhibit at least $100 million in average monthly trading volume in an effort to mitigate trading/liquidity risks. The strategy is benchmarked against the Russell 2000 Growth Index and/or the Russell 2500 Growth Index. The firm's US Small-Cap Value strategy seeks relatively undervalued companies, although attractive valuation alone is not an investment thesis. Instead, Perimeter believes that fundamentals are more important than valuation. Their research is focused on finding companies with above-average free cash flows along with the ability to invest capital for higher than average returns. They believe that this ability to accelerate value creation will be rewarded by the market in the form of higher prices. When identifying portfolio candidates, Perimeter determines risk/reward by framing business fundamentals, capital structure, profit and growth profile, within the context of valuation. In building client portfolios, their Small-Cap Value team ultimately focuses on a company's ability to grow, with an emphasis on longer term value creation potential. If fundamentals suggest that the stock can continue to appreciate, Perimeter will not sell the stock. Their Small-Cap Value portfolio generally holds 60 to 80 stocks, focusing on companies with market-cap less than $2.5 billion at the time of purchase. Companies in the investable universe must also exhibit at least $25 million in average monthly trading volume in an effort to mitigate trading/liquidity risks. The strategy is benchmarked against the Russell 2000 Value Index.	Finance
Vanderbilt University Vanderbilt University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Trusco Capital Management, Inc. Trusco Capital Management, Inc. Investment ManagersFinance Ridgeworth employs a comprehensive allocation process that enables them to develop an efficient and appropriate asset allocation for each client. The process incorporates an objective analytical framework that three distinct activities: efficient frontier modeling, plus tactical overlay and asset allocation. Through efficient frontier modeling they derive long-term strategic investment solutions using expected returns, standard deviations and cross-correlation matrix analysis. Their plus tactical overlay evaluates asset class performance and looks for extremes and absolute and relative performance. Riverfront's portfolio maintenance strategy maintains the optimal allocation through systematic and unemotional rebalancing.	Finance
Liquid Strategies LLC Liquid Strategies LLC Investment ManagersFinance Liquid Strategies’ flagship active overlay strategy sits atop various passive asset class indices, with the goal of providing enhanced return with reduced risk. The firm seeks to achieve its investment objective primarily by selling listed weekly put options on US equity indices, US ETFs and common stock of US issuers across any market capitalization, while also purchasing intermediate term put options for hedging purposes.	Finance