Mark Kress, CFA
With an extensive breadth of experience in the investment industry, I bring valuable portfolio management expertise, a record of building strong relationships, and experience employing risk management and asset allocation strategies to maximize risk-adjusted returns. My unique background includes connecting investment partners, introducing technology solutions, and providing research to support decision-making. I have led teams, established key alliances with vendors, and driven efforts to improve processes and customer experience.
Scope of Expertise includes: Portfolio Management, Portfolio Construction, Risk Management, Fundamental Research, Alpha Testing, Screening Technologies, Performance Analytics, Trading Platform Integration, Client Relations, Asset Gathering, Traditional & Alternative investments, Investment Solutions