Mark Fredenburg Email & Phone Number
Principal and Portfolio Manager @ BTR Capital Management
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Mark Fredenburg Location
- San Francisco, CA, US
Mark Fredenburg Work
- 2022 -now SVP, Financial Advisor @
- 2019 -now Principal and Portfolio Manager @
- 2006 -2019 Senior Portfolio Manager and Equity Analyst @
- 1999 -2016 Adjunct Professor of Finance @
- 2001 -2006 Senior Portfolio Manager @
- 1997 -2000 Portfolio Manager @ Ross Financial Management
- 1995 -1997 Equity Analyst @ Stockbridge Partners
- 1992 -1994 Portfolio Manager and Analyst @
Mark Fredenburg Education
- University of San Francisco
MA (International Economics)
- University of San Francisco
BS (Business Administration/Finance)
Mark Fredenburg Skills
- Portfolio Management
- Investments
- Asset Management
- Asset Allocation
- Equity Research
- Equities
- Wealth Management
- Alternative Investments
- Financial Analysis
- Financial Services
- Financial Modeling
- International equities
- Asset Managment
- High Net Worth Individuals
- Investment Management
- Financial Statement Analysis
- Chartered Financial Analyst
- Financial Research
- Report Writing
- Investment Strategies
- University Teaching
- Fiduciary
- Trust Management
- Personal Trust
- Trustee Investments
- Equity Valuation
- Value Investing
Mark Fredenburg Summary
- Mark Fredenburg, based in San Francisco, CA, US, is currently a Principal and Portfolio Manager at BTR Capital Management. Mark Fredenburg brings experience from previous roles at Wealth Enhancement Group, Wells Fargo, University of San Francisco and Bank of America. Mark Fredenburg holds a MA in International Economics @ University of San Francisco. With a robust skill set that includes Portfolio Management, Investments, Asset Management, Asset Allocation, Equity Research and more. Mark Fredenburg has 3 emails and 1 mobile phone numbers on RocketReach.
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