Mark Ukrainskyj, CFA, CDFA

Experience

• 

  MONY

  Jan 1988 - Jan 1991

  Financial Analyst

  Analyst on Chief Investment Officers staff

• 

  Amas Securities

  Nov 1993 - Jan 1995

  Analyst

  Securities analyst at Single Family Office

• 

  Capital Builders

  Jan 1995 - Jan 1999

  Portfolio Manager

  Portfolio Manager of individual sotck and bond portfolios for high net worth individuals

• 

  AEPG Wealth Strategies

  Sept 1999 - Oct 2012

  Chief Investment Officer

  Set firm investment policy and strategy,manage client asset allocations and investments. Manage staff of three CFA's for portfolio management and research.

• 

  NYSSA

  Jun 2010 - Jan 2015

  Chairman of the Board of Directors of the New York Society of Security Analysts one of the founding and largest of the more than 135 societies worldwide that comprise CFA Institute. Member Board of Directors New York Society of Security Analysts the largest of the more than 135 societies worldwide that comprise CFA Institute.

  • Chairman of the Board

    Sept 2013 - Jan 2015

  • Director

    Jun 2010 - Jan 2015
• 

  Covenant Asset Management

  Apr 2013 - now

  Senior Portfolio Manager & Principal

  Responsible for all aspects of client relationship and investment management at boutique wealth management firm. Experienced Investment and Wealth Management professional. Excellent long term track record. Expertise in wealth management, investment strategy, portfolio management, equity research and fund of funds creation and management.

• 

  Anchor Divorce Financial Advisory Service, LLC

  Jul 2020 - now

  Founder