Mark Petrie Email & Phone Number
Principal - Investment Advisory @ Aspiriant
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Mark Petrie Location
- Solana Beach, CA, US
Mark Petrie Work
- 2016 -now Principal - Investment Advisory @
- 1998 -2015 Principal @ Hokanson Associates
- 1998 -1999 Portfolio Manager @ Palley Needelman Asset Management
- 1992 -1998 Investment Analyst @ Roger Engemann & Associates
Mark Petrie Education
- UC Irvine
BA (Economics)
1988-1991
Mark Petrie Skills
- Equities
- Asset Management
- Fixed Income
- High Net Worth Individuals
- Financial Planning
- Non-profits
- Wealth Management
- Investments
- Portfolio Management
- Investment Management
- Financial Advisory
- Financial Services
- Wealth Management Services
- Finance
- Investment Advisory
- Retirement Planning
- Executive Compensation Planning
- Concentrated Stock Management
- family office
- Non Profits
Mark Petrie Summary
- Mark Petrie, based in Solana Beach, CA, US, is currently a Principal - Investment Advisory at Aspiriant. Mark Petrie brings experience from previous roles at Hokanson Associates, Palley Needelman Asset Management and Roger Engemann & Associates. Mark Petrie holds a 1988 - 1991 BA in Economics @ UC Irvine. With a robust skill set that includes Equities, Asset Management, Fixed Income, High Net Worth Individuals, Financial Planning and more. Mark Petrie has 2 emails and 4 mobile phone numbers on RocketReach.
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