Frank Marcoux Email & Phone Number
Senior Vice President, Portfolio Manager Sustainable, Responsible and Impact Investing Group @ Bailard, Inc.
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Frank Marcoux Location
- San Mateo, CA, US
Frank Marcoux Work
- Senior Vice President, Portfolio Manager Sustainable, Responsible and Impact Investing Group @ (September 2016 - Present)
- Senior Portfolio Manager @ Nelson Capital Management (October 2006 - July 2016)
- Senior Equity Analyst @ YCMNET Advisors (January 2003 - October 2006)
- Private Equity Valuation Associate @ (June 2000 - January 2003)
- Management Training Program @ (January 1997 - January 1999)
Frank Marcoux Education
- California State University-Sacramento
BS (Business Administration)
1994-1997 - St. Leos
High School Studies (General)
1988-1991
Frank Marcoux Skills
- Portfolio Management
- Equities
- Wealth Management
- Valuation
- Private Equity
- Asset Management
- Investments
- Alternative Investments
- Asset Allocation
- Mutual Funds
- Equity Research
- Bonds
- Series 7
- High Net Worth Individuals
- Series 63
- Socially Responsible Investing
- Fixed Income
- Investment Advisory
- Capital Markets
- Hedge Funds
- Retirement Planning
- Financial Advisory
- Microsoft Office
- Investment Strategies
- Asset Managment
- Equity Valuation
- Securities
- Wealth Management Services
- Strategic Financial Planning
- Investment Management
- ETFs
- Bloomberg
- Public Speaking
- Strategic Planning
Frank Marcoux Summary
- Frank Marcoux, based in San Mateo, CA, US, is currently a Senior Vice President, Portfolio Manager Sustainable, Responsible and Impact Investing Group at Bailard, Inc.. Frank Marcoux brings experience from previous roles at Nelson Capital Management, YCMNET Advisors, Willamette Management Associates and Franklin Templeton Group. Frank Marcoux holds a 1994 - 1997 BS in Business Administration @ California State University-Sacramento. With a robust skill set that includes Portfolio Management, Equities, Wealth Management, Valuation, Private Equity and more. Frank Marcoux has 5 emails and 3 mobile phone numbers on RocketReach.
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