Brian Mark Email & Phone Number
Associate Portfolio Manager, Second Vice President @ Northern Trust Wealth Management
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Brian Mark Location
- Chicago, IL, US
Brian Mark Work
- Associate Portfolio Manager, Second Vice President @ (September 2025 - Present)
- Senior Investment Associate, Officer @ (October 2024 - September 2025)
- Investment Associate, Officer @ (June 2022 - October 2024)
- Equity Analyst Intern @ (March 2020 - August 2020)
- Portfolio Management Intern @ (June 2018 - August 2019)
Brian Mark Education
- Indiana University - Kelley School of Business
Master of Science - MS (Finance, General)
2021-2022 - Indiana University Bloomington
Bachelor of Science - BS (Finance)
2017-2021 - Earl L Vandermeulen High School 2017
Brian Mark Skills
- Client Presentation
- Client Relations
- Client Services
- Customer Service
- Equity Research
- Equity Valuation
- Family Wealth Management
- Financial Analysis
- Group Work
- Interpersonal Skills
- Investment Advisory
- Investment Management
- Investment Portfolios
- Investment Research
- Investment Selection
- Investments
- Leadership
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Persistence
- Portfolio Management
- Portfolio Managers
- Proofreading
- Public Speaking
- Research
- Soft Skills
- Stock Market Analysis
- Teamwork
- Tenacious Work Ethic
- Wealth Management Services
- Wealth Transfer
- Writing
Brian Mark Summary
- Brian Mark, based in Chicago, IL, US, is currently a Associate Portfolio Manager, Second Vice President at Northern Trust Wealth Management. Brian Mark brings experience from previous roles at Northern Trust Wealth Management and St. James Investment Advisors. Brian Mark holds a 2021 - 2022 Master of Science - MS in Finance, General @ Indiana University - Kelley School of Business. With a robust skill set that includes Client Presentation, Client Relations, Client Services, Customer Service, Equity Research and more. Brian Mark has 2 emails and 4 mobile phone numbers on RocketReach.
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