Mark Alan Mowrey
Chief Investment Officer at Signature Resources Capital Management LLC
Profile
Mr. Mark A.
Mowrey, CFA, is a Chief Investment Officer at Signature Resources Capital Management LLC.
He brings a uniquely broad and relevant expertise to the firm with a career in investment research and management spanning nearly two decades,
Mr. Mowrey was previously employed as a Senior Vice President & Senior Portfolio Manager by AFAM Capital, Inc., an Equity Research Associate by Oppenheimer & Co., Inc. (Broker), a Director of Research by Red Herring Communications, Inc., an Equity Analyst by Smith Barney, Inc., and a Senior Business Analyst by UMS Group, Inc.
He graduated from the Wharton School of the University of Pennsylvania and holding the Chartered Financial Analyst designation.
Mark Alan Mowrey active positions
| Companies | Position | Start |
|---|---|---|
Signature Resources Capital Management LLC
 Signature Resources Capital Management LLC Investment ManagersFinance Signature Resources Capital Management LLC (SRCM) is an independent, SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Geoffrey Kaltenbach, Gregory Kaltenbach and Gary Kaltenbach in 2007. SRCM provides investment advisory and investment management solutions, which includes financial, retirement and estate planning services to retail investors. | Chief Investment Officer | 2016-07-31 |
Former positions of Mark Alan Mowrey
| Companies | Position | End |
|---|---|---|
AFAM Capital, Inc.
 AFAM Capital, Inc. Investment ManagersFinance AFAM Capital, Inc. is a wealth management firm headquartered in Chicago, Illinois. The firm was founded by Al Frank in 1977 as Al Frank Asset Management, Inc. They are a subsidiary of Kovitz Investment Group Partners LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). AFAM Capital offers separately managed account services to individuals and institutional investors including pension plan sponsors, endowments and foundations. | Analyst-Equity | 2016-05-31 |
Red Herring Communications, Inc.
 Red Herring Communications, Inc. Publishing: Books/MagazinesConsumer Services Red Herring Communications, Inc. publishes financial and business magazines. The company provides business and investment magazines, online services, events, books, and television programming information for business decision makers. The company is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Smith Barney, Inc.
 Smith Barney, Inc. Investment Banks/BrokersFinance Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research | Corporate Officer/Principal | - |
Oppenheimer & Co., Inc. (Broker)
 Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Corporate Officer/Principal | - |
UMS Group, Inc.
 UMS Group, Inc. Miscellaneous Commercial ServicesCommercial Services UMS Group, Inc. provides management consulting services. It provides performance and asset management solutions. It provides services to the drinking & waste water, transmission, electric & gas distribution and energy retail industries. The company was founded by Jack M. Shearman in 1989 and is located in Parsippany, NJ. | Corporate Officer/Principal | - |
Training of Mark Alan Mowrey
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
AFAM Capital, Inc.
AFAM Capital, Inc. Investment ManagersFinance AFAM Capital, Inc. is a wealth management firm headquartered in Chicago, Illinois. The firm was founded by Al Frank in 1977 as Al Frank Asset Management, Inc. They are a subsidiary of Kovitz Investment Group Partners LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). AFAM Capital offers separately managed account services to individuals and institutional investors including pension plan sponsors, endowments and foundations. | Finance |
Red Herring Communications, Inc.
Red Herring Communications, Inc. Publishing: Books/MagazinesConsumer Services Red Herring Communications, Inc. publishes financial and business magazines. The company provides business and investment magazines, online services, events, books, and television programming information for business decision makers. The company is headquartered in San Francisco, CA. | Consumer Services |
Smith Barney, Inc.
Smith Barney, Inc. Investment Banks/BrokersFinance Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research | Finance |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Finance |
UMS Group, Inc.
UMS Group, Inc. Miscellaneous Commercial ServicesCommercial Services UMS Group, Inc. provides management consulting services. It provides performance and asset management solutions. It provides services to the drinking & waste water, transmission, electric & gas distribution and energy retail industries. The company was founded by Jack M. Shearman in 1989 and is located in Parsippany, NJ. | Commercial Services |
Signature Resources Capital Management LLC
Signature Resources Capital Management LLC Investment ManagersFinance Signature Resources Capital Management LLC (SRCM) is an independent, SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Geoffrey Kaltenbach, Gregory Kaltenbach and Gary Kaltenbach in 2007. SRCM provides investment advisory and investment management solutions, which includes financial, retirement and estate planning services to retail investors. | Finance |
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