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Mark David Zavanelli
Directeur Général chez
Great Northern Asset Management, Inc.
Profil
Mr. Mark D.
Zavanelli, CFA, is a Chief Executive Officer & Chief Compliance Officer at Great Northern Asset Management, Inc. and a Senior Portfolio Manager at Lyons Wealth Management LLC.
He over 25 years of experience as an investment professional, specializing in quantitatively based investment strategies.
He joined Great Northern Capital (d.b.a.
Lyons Investment Management) as President in 2013.
Previously, Mr. Zavanelli served as President of ZPR Investment Management and as a Senior Portfolio Manager and Co-Team leader for the Main Street Team at Oppenheimer Funds.
He received a B.S.E (Cum Laude) from the Wharton School at the University of Pennsylvania in 1992.
Postes actifs de Mark David Zavanelli
| Sociétés | Poste | Début |
|---|---|---|
Great Northern Asset Management, Inc.
 Great Northern Asset Management, Inc. Investment ManagersFinance Lyons Investment Management manages accounts utilizing a variety of model strategies that are divided into two primary groups: Fundamental Strategies and Quantitative Strategies. Each model strategy utilizes a specific security selection process designed to achieve the goals of that particular strategy, which vary in risk and expected return. | Directeur Général | 01/12/2012 |
Lyons Wealth Management LLC
 Lyons Wealth Management LLC Investment ManagersFinance LWM uses the fundamental approach to gather information. To determine the most appropriate time of entry & exit points for securities and options contracts they use the technical analysis. The firm relies on numerous financial publications as well as independent research sources for information. Other sources may include but are not limited to, domestic, international and governmental newspapers, bulletins, magazines, books, and other professional subscription services. LWM’s investment committee meets quarterly to discuss existing and prospective investments. The firm utilizes option strategies when managing client portfolios, specifically Lyons Concentrated Position Strategy, Lyons Algo Overlay Strategy, Lyons Equity Premium Income Strategy and Lyons Hedged Premium Return Strategy fir several portfolios. | Gestionnaire de Portefeuille-Actions | - |
Anciens postes connus de Mark David Zavanelli
| Sociétés | Poste | Fin |
|---|---|---|
OppenheimerFunds, Inc.
 OppenheimerFunds, Inc. Investment ManagersFinance OFI focuses on delivering long-term results through active management and seeing opportunities where others may not. The firm’s methods of security analysis may include economic analysis, fundamental analysis, technical analysis, quantitative analysis and top-down analysis. OFI’s investment strategies may also be guided by (a) the investment objectives, policies, strategies, and restrictions set forth in an advisory or sub-advisory agreement, (b) any offering document or other governing document applicable to a client for whom OFI provides advisory services, and (c) applicable legal and regulatory requirements. OFI offers investment strategies in the following broad asset classes: equities, fixed income, alternatives and multi-asset. Equities include main street equity, small and mid cap growth equity, value and income equity, emerging markets equity and global equity. Fixed income has investment grade debt, high yield corporate debt, global debt, Rochester municipals, multi-sector fixed income and cash strategies. Alternatives asset class includes alternative strategies, real estate, gold and special minerals and global infrastructure securities. | Gestionnaire de Portefeuille-Actions | 30/06/2009 |
OFI Global Institutional, Inc.
 OFI Global Institutional, Inc. Investment ManagersFinance OFI Institutional Asset Management (OFI) focuses on delivering long-term results through active management and seeing opportunities where others may not. The firm employs a variety of investment analyses including economic, fundamental, technical, quantitative and top-down. OFI's equity investment strategies include: Large-Cap Core, Small & Mid Cap Growth Equity, Value & Income Equity, Emerging Markets Equity, and Global Equity. Their fixed income strategies include: Investment Grade Debt, Global Debt, Rochester Municipals, Multi-Sector Fixed Income, and Cash Strategies. OFI also offers Alternative and Global Multi-Asset investment strategies. | Gestionnaire de Portefeuille-Actions | 30/06/2009 |
| METAVESCO, INC. | President | 30/04/1998 |
ZPR Investment Management, Inc.
 ZPR Investment Management, Inc. Investment ManagersFinance ZPR Investment Management (ZPR) is a small-cap contrarian, risk-averse manager. The firm seeks to identify and invest in companies with little or no debt, positive cash flow, cash and securities on hand, secure business niches and products, excellent current assets to current liabilities ratios, tangible book values and positive retained earnings. They look for opportunities to generate superior returns through investments in stocks: (1) with low p/e ratios (2) that are neglected or ignored by analysts and/or (3) that have irregular quarterly earnings, but remain highly profitable each year. ZPR will sell a stock when there is price appreciation or fundamental deterioration. Though not limited by sector, ZPR tends to invest in the stocks of US small-cap and mid-cap companies in the electronic technology, healthcare services, technology services, healthcare technology and retail sectors | Directeur Général | - |
Formation de Mark David Zavanelli
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
93
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OFI focuses on delivering long-term results through active management and seeing opportunities where others may not. The firm’s methods of security analysis may include economic analysis, fundamental analysis, technical analysis, quantitative analysis and top-down analysis. OFI’s investment strategies may also be guided by (a) the investment objectives, policies, strategies, and restrictions set forth in an advisory or sub-advisory agreement, (b) any offering document or other governing document applicable to a client for whom OFI provides advisory services, and (c) applicable legal and regulatory requirements. OFI offers investment strategies in the following broad asset classes: equities, fixed income, alternatives and multi-asset. Equities include main street equity, small and mid cap growth equity, value and income equity, emerging markets equity and global equity. Fixed income has investment grade debt, high yield corporate debt, global debt, Rochester municipals, multi-sector fixed income and cash strategies. Alternatives asset class includes alternative strategies, real estate, gold and special minerals and global infrastructure securities. | Finance |
ZPR Investment Management, Inc.
ZPR Investment Management, Inc. Investment ManagersFinance ZPR Investment Management (ZPR) is a small-cap contrarian, risk-averse manager. The firm seeks to identify and invest in companies with little or no debt, positive cash flow, cash and securities on hand, secure business niches and products, excellent current assets to current liabilities ratios, tangible book values and positive retained earnings. They look for opportunities to generate superior returns through investments in stocks: (1) with low p/e ratios (2) that are neglected or ignored by analysts and/or (3) that have irregular quarterly earnings, but remain highly profitable each year. ZPR will sell a stock when there is price appreciation or fundamental deterioration. Though not limited by sector, ZPR tends to invest in the stocks of US small-cap and mid-cap companies in the electronic technology, healthcare services, technology services, healthcare technology and retail sectors | Finance |
Metavesco, Inc.
 Metavesco, Inc. Investment ManagersFinance Functions as a private equity fund | Finance |
OFI Global Institutional, Inc.
OFI Global Institutional, Inc. Investment ManagersFinance OFI Institutional Asset Management (OFI) focuses on delivering long-term results through active management and seeing opportunities where others may not. The firm employs a variety of investment analyses including economic, fundamental, technical, quantitative and top-down. OFI's equity investment strategies include: Large-Cap Core, Small & Mid Cap Growth Equity, Value & Income Equity, Emerging Markets Equity, and Global Equity. Their fixed income strategies include: Investment Grade Debt, Global Debt, Rochester Municipals, Multi-Sector Fixed Income, and Cash Strategies. OFI also offers Alternative and Global Multi-Asset investment strategies. | Finance |
Lyons Wealth Management LLC
Lyons Wealth Management LLC Investment ManagersFinance LWM uses the fundamental approach to gather information. To determine the most appropriate time of entry & exit points for securities and options contracts they use the technical analysis. The firm relies on numerous financial publications as well as independent research sources for information. Other sources may include but are not limited to, domestic, international and governmental newspapers, bulletins, magazines, books, and other professional subscription services. LWM’s investment committee meets quarterly to discuss existing and prospective investments. The firm utilizes option strategies when managing client portfolios, specifically Lyons Concentrated Position Strategy, Lyons Algo Overlay Strategy, Lyons Equity Premium Income Strategy and Lyons Hedged Premium Return Strategy fir several portfolios. | Finance |
University of Pennsylvania
 University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Great Northern Asset Management, Inc.
Great Northern Asset Management, Inc. Investment ManagersFinance Lyons Investment Management manages accounts utilizing a variety of model strategies that are divided into two primary groups: Fundamental Strategies and Quantitative Strategies. Each model strategy utilizes a specific security selection process designed to achieve the goals of that particular strategy, which vary in risk and expected return. | Finance |
