Mark Cassell Location
- Chicago, IL, US
Mark Cassell Work
- 2010 - now Managing Director @ CIBC Private Wealth Management
- 2010 - 2017 Principal and Investment Advisor @
- 2006 - 2010 Sr. Vice President, Sr. Portfolio Manager and Wealth Advisor @
- 1999 - 2006 Senior Vice President @ Atlantic Trust
- 1996 - 1999 Vice President and Sr. Portfolio Manager @ American National Bank
- 1995 - 1996 Institutional Fixed Income Sales @
- 1991 - 1993 Associate @ Govett and Co. Inc.
- 1989 - 1991 Sales Associate @
Mark Cassell Education
- Vanderbilt University Owen Graduate School of Management
MBA (Finance)
1993 - 1995 - University of Wisconsin-Madison
BS (Economics)
1985 - 1989
Mark Cassell Skills
- Alternative Investments
- Leadership
- Fixed Income
- Valuation
- Financial Planning
- Portfolio Management
- Financial Modeling
- Investments
- Finance
- Asset Allocation
- Investment Advisory
- Strategic Planning
- Equities
- Wealth Management
- Mutual Funds
- Investment Strategies
- Asset Management
- Financial Analysis
- Wealth
- Private Equity
- Management
- Due Diligence
- Mergers and Acquisitions
- Securities
- Hedge Funds
- Investment Management
Mark Cassell Summary
- Mark Cassell, based in Chicago, IL, US, is currently a Managing Director at CIBC Private Wealth Management. Mark Cassell brings experience from previous roles at Geneva Advisors, Morgan Stanley, Atlantic Trust and American National Bank. Mark Cassell holds a 1993 - 1995 MBA in Finance @ Vanderbilt University Owen Graduate School of Management. With a robust skill set that includes Alternative Investments, Leadership, Fixed Income, Valuation, Financial Planning and more. Mark Cassell has 2 emails and 1 mobile phone numbers on RocketReach.
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