Mark Ulrich Email & Phone Number
Portfolio Advisor and Senior Vice President @ Rockefeller Capital Management
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Mark Ulrich Location
- Newtown, PA, US
Mark Ulrich Work
- 2025 -now Portfolio Advisor and Senior Vice President @
- 2017 -now Wealth Management Advisor and Senior Portfolio Manager @
- 2006 -2017 Equity Portfolio Strategist @ BofA Merrill Lynch
- 2005 -2006 Intern @ GX Clarke
- 2003 -2003 Structured Products- Associate @
- 2002 -2003 Client Control and Risk Management- Analyst @
- 1999 -2001 Institutional Wire Clerk @
- 1998 -1999 Paralegal @ Bear Stearns
- 1996 -1998 Management Trainee @ Bear Stearns
Mark Ulrich Education
- Fordham University - Graduate School of Business Administration
MBA (Finance)
2004-2005 - Boston College
B.A (History/Environmental Studies; Pre-Medical)
1992-1996
Mark Ulrich Skills
- Alternative Investments
- Trading Strategies
- Series 63
- Global Macro
- Wealth Management Services
- Portfolio Management
- Financial Modeling
- Derivatives
- Investments
- Bloomberg
- Value Investing
- FactSet
- Series 4
- Asset Allocation
- Investment Advisory
- Wealth Management
- Equities
- Equity Research
- High Net Worth Individuals
- Investment Strategies
- Risk Management
- Asset Management
- Options Strategies
- Stock Picking
- ETFs
- Trading
- Options
- Series 7
- Securities
- Hedge Funds
- Investment Management
- Equity Trading
- Structured Products
Mark Ulrich Summary
- Mark Ulrich, based in Newtown, PA, US, is currently a Portfolio Advisor and Senior Vice President at Rockefeller Capital Management. Mark Ulrich brings experience from previous roles at Bank of America Merrill Lynch, BofA Merrill Lynch, GX Clarke and RBC Capital Markets. Mark Ulrich holds a 2004 - 2005 MBA in Finance @ Fordham University - Graduate School of Business Administration. With a robust skill set that includes Alternative Investments, Trading Strategies, Series 63, Global Macro, Wealth Management Services and more. Mark Ulrich has 3 emails and 1 mobile phone numbers on RocketReach.
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