Mark Frazier Location
Raleigh, NC, US
Mark Frazier Work
- 2022 - now Investment Management and Partner @ Callan Family Office
- 2016 - 2022 UHNW Senior Portfolio Manager @ Wells Fargo Private Bank
- 2015 - 2016 SVP and Manager, Portfolio Strategist Group @ First Citizens Bank
- 2012 - 2016 SVP and Senior Portfolio Strategist @ First Citizens Bank
- 2007 - 2011 Portfolio Manager and Analyst @ Hirtle, Callaghan & Co.
- 2005 - 2007 Lead Portfolio Analyst @ State Street
- 2005 - 2005 Investment Representative @ Edward Jones
- 2004 - 2005 Financial Services Associate @ UBS Group AG
- 2004 - 2004 Financial Services @ Wells Fargo
- 2003 - 2003 Financial Services @ Wells Fargo
Mark Frazier Education
- North Carolina State University - College of Management
Master of Business Administration (MBA) (Financial Management)
- East Carolina University - College of Business
BSBA (Financial Services)
Mark Frazier Skills
- Investment Advisory
- Private Wealth Management
- Asset Allocation
- Fundamental Research
- Investment Strategies
- Asset Management
- Performance Attribution
- Endowments
- Foundations
- Portfolio Optimization
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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Charles Jandourek
Investment Management and Partner at Callan Family Office
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