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
- SVP, Financial Advisor @ (November 2022 - Present)
- Principal and Portfolio Manager @ (April 2019 - Present)
- Senior Portfolio Manager and Equity Analyst @ (August 2006 - April 2019)
- Adjunct Professor of Finance @ (January 1999 - January 2016)
- Senior Portfolio Manager @ (January 2001 - January 2006)
- Portfolio Manager @ Ross Financial Management (January 1997 - July 2000)
- Equity Analyst @ Stockbridge Partners (June 1995 - January 1997)
- Portfolio Manager and Analyst @ (January 1992 - August 1994)
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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