Mark Werner, CFA

Portfolio Manager

Mark joined the firm in 2025, bringing with him over two decades of experience in asset and wealth management. His extensive background includes building and managing investment businesses and processes, developing asset allocation strategies, conducting in-depth fundamental research across global markets, and managing portfolios for both institutional and private clients. Throughout his career, he has held investment roles at firms such as Fred Alger Management, Merrill Lynch, Ashfield Capital Partners, and AXA Rosenberg Investment Management.

Mark serves as a Portfolio Manager on the Dividend Growth strategy team and contributes to the firm’s broad equity research efforts. He holds a Bachelor of Science in Marketing from Arizona State University, a Master of Science in Financial Analysis and Investment Management from St. Mary’s College and is a CFA charter holder.