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
- Investment Management and Partner @ (April 2022 - Present)
- UHNW Senior Portfolio Manager @ (August 2016 - April 2022)
- SVP and Manager, Portfolio Strategist Group @ (November 2015 - July 2016)
- SVP and Senior Portfolio Strategist @ (June 2012 - July 2016)
- Portfolio Manager and Analyst @ (May 2007 - July 2011)
- Lead Portfolio Analyst @ (November 2005 - May 2007)
- Investment Representative @ (May 2005 - November 2005)
- Financial Services Associate @ (December 2004 - May 2005)
- Financial Services @ (May 2004 - August 2004)
- Financial Services @ (May 2003 - August 2003)
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
- 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 7 mobile phone numbers on RocketReach.
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