Mark Petrie Email & Phone Number

Principal - Investment Advisory @ Aspiriant

5 free lookup(s).

Mark Petrie Location

Solana Beach, CA, US

Mark Petrie Work

2016 - now Principal - Investment Advisory @ Aspiriant
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1998 - 2015 Principal @ Hokanson Associates
1998 - 1999 Portfolio Manager @ Palley Needelman Asset Management

1992 - 1998 Investment Analyst @ Roger Engemann & Associates

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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

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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 1 mobile phone numbers on RocketReach.

Mark Petrie Emails

Found 2 emails

Mark Petrie Phone Numbers

Found 6 phone numbers

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Others Named Mark Petrie

Mark Petrie

Principal - Investment Advisory at Aspiriant

Solana Beach, CA, US
2
- aspiriant.com
- gmail.com
5+
- +1 760-918-XXXX
- +1 310-370-XXXX
- +1 626-577-XXXX
- +1 858-755-XXXX
- +1 619-260-XXXX
- +1 619-865-XXXX
Mark Petrie

Non Executive Director at Brighter Days (NZ)

New Zealand
1
- brighterdays.co.nz
3
- +64 21 990XXXX
- +64 3 963 XXXX
- +64 3 345 XXXX
Mark Petrie

Equity Research Analyst at CIBC World Markets

Toronto, ON, CA
2
- cibc.com
- gmail.com
2
- +1 416-576-XXXX
- +1 416-956-XXXX
Mark Petrie

Professor at University of Glasgow

Glasgow, GB
2
- gla.ac.uk
- gctpltd.com

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