Mark Cassell Email & Phone Number
Managing Director
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Mark Cassell Location
- Chicago, IL, US
Mark Cassell Work
- Managing Director @ CIBC Private Wealth Management (October 2010 - Present)
- Principal and Investment Advisor @ (October 2010 - September 2017)
- Sr. Vice President, Sr. Portfolio Manager and Wealth Advisor @ (October 2006 - October 2010)
- Senior Vice President @ Atlantic Trust (September 1999 - October 2006)
- Vice President and Sr. Portfolio Manager @ American National Bank (August 1996 - September 1999)
- Institutional Fixed Income Sales @ (August 1995 - August 1996)
- Associate @ Govett and Co. Inc. (January 1991 - January 1993)
- Sales Associate @ (January 1989 - January 1991)
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 1 emails and 1 mobile phone numbers on RocketReach.
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