Mark Stromberg

Experience

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  Putnam Investments

  Mar 1987 - Mar 1992

  Account Administrator

  Assisted portfolio managers on quantitative projects such as asset allocations and contribution analysisReported indirectly to over 30 high-level investment professionalsManaged on a daily, monthly, and annual basis the security transactions, portfolio maintenance and income activity on accounts in excess of $1 billion

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  Wellington Management

  Mar 1992 - Aug 1993

  Account Administrator

  Liaison between clients, portfolio management, marketing, and custodian banks for client portfolio information and reconciliationManaged financial records for wide variety of accounts, ranging from domestic equity to Luxembourg based international mutual funds

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  Invesco US

  Dec 1993 - Apr 2000

  Manager

  Provided valuable analysis and insights through rigorous monitoring of external industry information and internal performance measuresInitiated relevant tracking measurements for the marketing department and senior management, ranging from numerous ad hoc reports to a globally distributed, monthly marketing newsletterBrokered numerous vendor relationships, which included contract approval and budgetary maintenanceFluent with numerous software products such as the Microsoft Office Professional Suite, Lotus 123, Simfund, LANA, Morningstar PrincipiaPro+, and Zephyr Associates’ StyleADVISOR & AllocationADVISOR Show less

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  Atlantic Trust Company

  Jun 2000 - Nov 2002

  Associate Relationship Manager

  Delivered superior service to the firm’s Western client base by coordinating internal resources to meet the wide-ranging financial needs of high net worth clientsSupported the Denver office’s managing director, portfolio manager, and new business developerHandled relationship management, including client servicing, in-depth analysis (stock option modeling, 529 savings plans, customized performance, etc.)Provided significant client service for office’s largest client ($75 million in assets), which included customized reporting, cash flow management, tax preparation and virtual family office support Show less

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  CBIZ

  Oct 2003 - Mar 2009

  Relationship Manager

  Delivered superior client service to the firm’s high-net worth clientele; roughly 24 clients and $175 million of assets under advisementProvided significant support for the Vice President of Denver’s Investment Advisory Services practiceHandled relationship management duties, including client servicing, customized and in-depth analysis to meet client’s specific needsCoordinated the practice’s new business development, networking and marketing efforts

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  McGibbon Asset Management, LLC

  Jan 2010 - Feb 2016

  Independent Sales Director/Solicitor

  Our investment philosophy is based upon a core value investing strategy, but allows for a great level of customization due to the open architecture platform.

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  Centric Investment Group Inc

  Feb 2016 - Apr 2016

  Wealth Manager

  Due to the untimely passing of the firm founder & managing director, shortly after my joining the firm, I chose to find a new home for my clients, and chose to work with a firm that had deeper resources & support than Centric could provide for my clients & I.

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  WealthSource Partners, LLC

  Apr 2016 - Oct 2017

  Independent Wealth Advisor

  Independent management and servicing of investment portfolios for a select group of clients.

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  Personal Capital

  Nov 2017 - Feb 2023

  Personal Capital is the next-generation financial advisor. We combine technology with world-class advisory services to deliver personalized wealth management.Personal Capital puts your entire financial life at your fingertips, and provides the tools to analyze where you are and how to get where you want to go.Our founding team is comprised of some of the nation’s leading financial technology and e-finance executives, backed by IVP, Venrock, Crosslink Capital, and BlackRock.

  • Senior Financial Advisor

    Aug 2019 - Feb 2023

  • Financial Advisor

    Nov 2017 - Aug 2019
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  Empower

  Feb 2023 - Oct 2023

  Senior Financial Advisor