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Mark Werner, CFA

Business Development Associate/Consultant Information Specialist

538 followers

Paradise Valley, Arizona, United States

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Timeline
About me
Portfolio Manager | Laffer Tengler Investments
Education
- Arizona State University, W. P. Carey School of Business
  1999 - 2003
  B.S. Marketing
- St. Mary's College of California
  2009 - 2010
  M.S. Financial Analysis and Investment Management
  Coursework included Accounting, Economics, Quantitative Methods in Financial Analysis, Corporate Finance, Financial Statement Analysis, Investments and Equity Analysis, Fixed Income Analysis, Derivative Markets, Financial Engineering and Risk Management, Portfolio Management, Ethics, Professional Standards, and Compliance.Graduated with Honors
Experience
- RCM Capital Management LLC
  Dec 2003 - Jul 2006
  Business Development Associate/Consultant Information Specialist
- AXA ROSENBERG INVESTMENT MANAGEMENT LLC
  Aug 2006 - Sept 2010
  - Assistant Portfolio Manager
    Mar 2010 - Sept 2010
  - Marketing Communications Manager
    Aug 2006 - Mar 2010
- Ashfield Capital Partners, LLC
  Sept 2010 - May 2017
  - Portfolio Manager
    Feb 2017 - May 2017
  - Senior Investment Analyst / Product Specialist
    Sept 2010 - Feb 2017
- Merrill Lynch
  May 2017 - Dec 2018
  Vice President
- Alger
  Dec 2018 - Jan 2024
  Vice President, Analyst - International/Emerging Markets Equities
- Defined Purpose Capital LLC
  May 2024 - Nov 2024
  Principal, Financial Advisor / Portfolio Manager
- Laffer Tengler Investments
  Mar 2025 - now
  Portfolio Manager
Licenses & Certifications
- Series 7
  FINRA
  Aug 2017
- Series 66
  FINRA
  Sept 2017
Honors & Awards
- Awarded to Mark Werner, CFA
  Chartered Financial Analyst® CFA Institute Aug 2014

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