Mark Fredenburg

Gestionnaire de Portefeuille-Actions chez

Wealth Enhancement Advisory Services LLC

Finance

Consumer Services

Profil

Mr. Mark P.
Fredenburg, CFA, is a Senior Vice President & Financial Advisor at Wealth Enhancement Advisory Services LLC.
For over 25 years, he has successfully managed investments for high-net worth individuals, trusts and foundations using third-party managers, mutual funds, ETF’s and individual securities.
Mr. Fredenburg's investment perspective draws on 18 years of experience with the Bank of America Private Bank and Wells Fargo Private Bank where he worked with large family relationships and complex trusts.
He started his career at the Federal Reserve Bank of San Francisco and spent four years in international banking before joining a San Francisco-based mutual fund group as an analyst and portfolio manager.
He is a Chartered Financial Analyst (CFA) and holds a Master’s Degree in International Economics from the University of San Francisco.

Postes actifs de Mark Fredenburg

Sociétés	Poste	Début
Wealth Enhancement Advisory Services LLC Wealth Enhancement Advisory Services LLC Investment ManagersFinance WEAS believes that controlling tax liabilities is the most certain way to improve returns. The firm seeks to minimize risk and maximize return by constructing portfolios comprised of investments with fundamentally unrelated risk factors. They consistently monitor markets globally to assess market risks, rebalance when appropriate, and take advantage of opportunities.	Gestionnaire de Portefeuille-Actions	01/11/2022

Tous les postes actifs de Mark Fredenburg

Anciens postes connus de Mark Fredenburg

Sociétés	Poste	Fin
BTR Capital Management, Inc. BTR Capital Management, Inc. Investment ManagersFinance BTR is an active, long-term investor that manages equities, balanced and fixed income accounts. Their investment style is conservative and value-based, for both equity and fixed income investing. The firm’s investment decision-making process begins with asset allocation, which flows directly from their clients’ individually prepared Guidelines and Objectives statements.	Gestionnaire de Portefeuille-Actions	01/11/2022
Wells Fargo Bank, NA (Private Banking) Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank-PB offers a team-based approach focused on client’s unique needs and creates a dynamic wealth management plan that is designed to grow and reflect client’s evolving goals and priorities.	Analyst-Equity	01/04/2019
Bank of America Private Bank Bank of America Private Bank Investment ManagersFinance The foundation of BAPB's equity selection process is proprietary research. They use a blend of qualitative and quantitative fundamental research to target large capitalization companies that have long-term growth potential, proven earnings track records, competitive advantages and strong management. Fixed-income investments are tailored to address client-specific needs for income and capital appreciation.	Gestionnaire de Portefeuille-Actions	31/01/2008
Bank of America, NA (Private Banking) Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection.	Gestionnaire de Portefeuille-Actions	-

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Entreprise privées	6
BTR Capital Management, Inc. BTR Capital Management, Inc. Investment ManagersFinance BTR is an active, long-term investor that manages equities, balanced and fixed income accounts. Their investment style is conservative and value-based, for both equity and fixed income investing. The firm’s investment decision-making process begins with asset allocation, which flows directly from their clients’ individually prepared Guidelines and Objectives statements.	Finance
University of San Francisco University of San Francisco Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Bank of America Private Bank Bank of America Private Bank Investment ManagersFinance The foundation of BAPB's equity selection process is proprietary research. They use a blend of qualitative and quantitative fundamental research to target large capitalization companies that have long-term growth potential, proven earnings track records, competitive advantages and strong management. Fixed-income investments are tailored to address client-specific needs for income and capital appreciation.	Finance
Bank of America, NA (Private Banking) Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection.	Finance
Wealth Enhancement Advisory Services LLC Wealth Enhancement Advisory Services LLC Investment ManagersFinance WEAS believes that controlling tax liabilities is the most certain way to improve returns. The firm seeks to minimize risk and maximize return by constructing portfolios comprised of investments with fundamentally unrelated risk factors. They consistently monitor markets globally to assess market risks, rebalance when appropriate, and take advantage of opportunities.	Finance
Wells Fargo Bank, NA (Private Banking) Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank-PB offers a team-based approach focused on client’s unique needs and creates a dynamic wealth management plan that is designed to grow and reflect client’s evolving goals and priorities.	Finance