Mark Frazier Email & Phone Number
Investment Management and Partner @ Callan Family Office
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Mark Frazier Location
- Raleigh, NC, US
Mark Frazier Work
- 2022 - now Investment Management and Partner @
- 2016 - 2022 UHNW Senior Portfolio Manager @
- 2015 - 2016 SVP and Manager, Portfolio Strategist Group @
- 2012 - 2016 SVP and Senior Portfolio Strategist @
- 2007 - 2011 Portfolio Manager and Analyst @
- 2005 - 2007 Lead Portfolio Analyst @
- 2005 - 2005 Investment Representative @
- 2004 - 2005 Financial Services Associate @
- 2004 - 2004 Financial Services @
- 2003 - 2003 Financial Services @
Mark Frazier Education
- North Carolina State University - College of Management
Master of Business Administration (MBA) (Financial Management)
- East Carolina University - College of Business
Mark Frazier Skills
- Investment Advisory
- Private Wealth Management
- Asset Allocation
- Fundamental Research
- Investment Strategies
- Asset Management
- Performance Attribution
- Endowments
- Foundations
- Portfolio Optimization
- Portfolio Management
- Asset Managment
- Equity Research
- Investment Management
- Finance
- Financial Services
- Institutional Investments
- Wealth Management
- High Net Worth Individuals
- Alternative Investments
- Equities
- Mutual Funds
- Investments
- Financial Analysis
- Wealth Management Services
Mark Frazier Summary
- Mark Frazier, based in Raleigh, NC, US, is currently a Investment Management and Partner at Callan Family Office. Mark Frazier brings experience from previous roles at Wells Fargo Private Bank, First Citizens Bank and Hirtle, Callaghan & Co.. Mark Frazier holds a Master of Business Administration (MBA) in Financial Management @ North Carolina State University - College of Management. With a robust skill set that includes Investment Advisory, Private Wealth Management, Asset Allocation, Fundamental Research, Investment Strategies and more. Mark Frazier has 3 emails and 3 mobile phone numbers on RocketReach.
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Top Callan Family Office Employees
Douglas Evans
Chief Investment Officer, Partner
San Francisco, CA, US
Jeremy Rice
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Michael Smolarski
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Jack Ginter
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John Magevney
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Patrick Thompson
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Amy Jucoski
Head of Legacy and Wealth Planning and Founding Partner
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Mark Frazier
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Todd Neal
Partner
Palm Beach Gardens, FL, US
Dan Burke
Founding Partner, Investment Management
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Betty Pettine
Managing Director of Philanthropic Consulting
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