Senior Portfolio Manager@ Laurel Wealth Advisors, Inc.
New York, New York, United States
Mark Stern
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FlashIntel GPTMark Stern is a highly experienced financial advisor with 29.9 years of work experience. He specializes in investment advisory, financial planning, and 401 retirement savings plans. Mark is skilled in fiduciary risk management, defined contribution, and asset allocation. He has worked at Laurel Wealth Advisors, Inc. as a Senior Portfolio Manager and at Beech Hill Advisors as a Portfolio Manager. Mark also has experience as a Financial Advisor at Dean Witter Reynolds (Morgan Stanley). He is dedicated to helping creative individuals achieve their most important goals aligned with their values.
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About
Mark Stern specializes in helping creative people achieve their most important goals that are aligned with their most deeply held values. He has been in the financial services industry for 25 years and accepts new clients by referral only.
Work Experience
Senior Portfolio Manager
Financial Services
Mark Stern's Professional Milestones
- Senior Portfolio Manager (2015-05-01~): Maximizing returns through strategic portfolio analysis and effective risk management for the organization.
- Portfolio Manager (1999-06-01~2015-05-01): Executing targeted portfolio strategies, driving a high ROI for investors.
Skill
Investment Advisory
Financial Planning
401 Retirement Savings Plans
Fiduciary Risk Management
Defined Contribution
Defined Benefit
Investment Strategies
Retirement Planning
Asset Allocation
Portfolio Management
Valuation
Equities
Fixed Income
Mutual Funds
Qualified Retirement Plans
Certification
Colleagues
Other Named Mark Stern
Frequently asked questions
We found 3 Mark Stern's email addresses
We found 2 Mark Stern's phone numbers
Mark Stern's social media include: Linkedin,
Mark Stern works for Laurel Wealth Advisors, Inc.
Mark Stern's role in Laurel Wealth Advisors, Inc. is Senior Portfolio Manager
Mark Stern works in the industry of Financial Services
Mark Stern's colleagues are Michael Graney,David Rootes,Lee Tripodi
Mark Stern's latest job experience is Senior Portfolio Manager at Laurel Wealth Advisors, Inc.
