Mark Loft Email
Wealth Advisor @ Alia Wealth Partners
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Mark Loft Location
- Germantown, TN, US
Mark Loft Work
- Wealth Advisor @ (May 2024 - Present)
- Senior Vice-President, Portfolio Manager @ (August 2014 - May 2024)
- Vice President Wealth Management @ (August 2006 - August 2014)
- Vice President Investments @ Smith Barney (August 1992 - August 2006)
- Vice President Investments @ (June 1987 - August 1992)
Mark Loft Education
- Christian Brothers College, Memphis, TN
Chemical Engineering (Chemical Engineering)
1978-1981 - University of Tennessee, Knoxville
Chemical Engineering
1976-1978
Mark Loft Skills
- Alternative Investments
- Asset Allocation
- Concert Photography
- Concert Production
- Equities
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planning
- Fixed Income
- Investment Advisory
- Investments
- Life Insurance
- Microsoft Word
- Mutual Funds
- Photography
- Portfolio Management
- Retirement Planning
- Securities
- Series 63
- Series 7
- Variable Annuities
- Wealth Management
Mark Loft Summary
- Mark Loft, based in Germantown, TN, US, is currently a Wealth Advisor at Alia Wealth Partners, LLC. Mark Loft brings experience from previous roles at B. Riley Wealth Management, UBS, Smith Barney and Dean Witter Reynolds Inc.. Mark Loft holds a 1978 - 1981 Chemical Engineering in Chemical Engineering @ Christian Brothers College, Memphis, TN. With a robust skill set that includes Alternative Investments, Asset Allocation, Concert Photography, Concert Production, Equities and more. Mark Loft has 2 emails on RocketReach.
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