Mark David Santero
Chief Executive Officer at Homestead Advisers Corp.
Profile
Mr. Mark D.
Santero is a President, Chief Executive Officer & Trustee at Homestead Funds Trust and a Director, President & Chief Executive Officer at Homestead Advisers Corp.
He is on the Board of Directors at Homestead Funds Trust.
Mr. Santero is responsible for shaping the strategic vision and directing the business activities of the fund company and its related money management entity.
He oversees portfolio management, operations, client services, marketing and sales.
Mr. Santero was employed as a Managing Director & Head-Private Clients & Trust Banking Group by OppenheimerFunds Distributor, Inc., a Chief Operating Officer by Tremont Group Holdings LLC, a Senior Vice President by Tremont Capital Management, Inc., a Principal by Amvescap Plc (Georgia), a Chief Executive Officer by BNY Mellon Investment Adviser, Inc., a Principal by E.F.
Hutton & Co., Inc., a Chief Operating Officer by Ivy Asset Management LLC, a Principal by Lazard Freres & Co. LLC (Broker), and a Principal by US Trust Corp.
He is a graduate of Fordham University, where he received a Bachelor’s degree in finance and received his MBA in finance from Fordham University’s Graduate School of Business.
Mark David Santero active positions
Companies | Position | Start |
---|---|---|
Homestead Advisers Corp.
Homestead Advisers Corp. Investment ManagersFinance Homestead Advisers Corp. is a SEC-registered investment adviser headquartered in Arlington, Virginia. It was founded in 1990 as RE Advisers Corp. and became Homestead Advisers Corp. in 2022. The firm is a direct, wholly-owned subsidiary of Homestead Financial Services Corp. (formerly RE Investment Corp.), which is a direct, wholly-owned subsidiary of NRECA United, Inc., a holding company of the National Rural Electric Cooperative Association (NRECA). Homestead Advisers provides investment supervisory services to investment companies, employee benefit plans, pension and profit-sharing plans, corporations and other business entities. They also provide retirement planning services to individuals that participate in NRECA’s sponsored 401(k) Pension Plan or Retirement Security Plan. | Chief Executive Officer | 2018-05-31 |
Homestead Funds Trust
Homestead Funds Trust Investment Trusts/Mutual FundsMiscellaneous Homestead Funds Trust is an open-end management investment company. The company was founded on February 15, 2019 and is headquartered in Arlington, VA. | Chief Executive Officer | 2019-02-14 |
Former positions of Mark David Santero
Companies | Position | End |
---|---|---|
OppenheimerFunds Distributor, Inc.
OppenheimerFunds Distributor, Inc. Investment ManagersFinance Part of Invesco Ltd., OppenheimerFunds Distributor, Inc. provides investment advice. The company is based in Denver, CO. | Corporate Officer/Principal | 2013-12-31 |
Tremont Group Holdings LLC
Tremont Group Holdings LLC Investment ManagersFinance Tremont Group Holdings LLC provides investment services. It offers investment for hedge fund products and multi-manager portfolio. The company was founded in 1984 and is headquartered in Rye, NY. | Chief Operating Officer | 2013-12-31 |
Tremont Capital Management, Inc.
Tremont Capital Management, Inc. Investment ManagersFinance Tremont Capital Management, Inc. provided investment advice. The firm worked closely with traditional consulting firms and financial advisers to provide custom and proprietary fund of funds products for institutions, trusts and family offices. The company was founded on June 18, 1987 and was headquartered in Rye, NY. | Chief Operating Officer | 2009-03-30 |
BNY Mellon Investment Adviser, Inc.
BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Chief Executive Officer | 2016-12-31 |
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Corporate Officer/Principal | - |
Training of Mark David Santero
Fordham University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 11 |
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Tremont Capital Management, Inc.
Tremont Capital Management, Inc. Investment ManagersFinance Tremont Capital Management, Inc. provided investment advice. The firm worked closely with traditional consulting firms and financial advisers to provide custom and proprietary fund of funds products for institutions, trusts and family offices. The company was founded on June 18, 1987 and was headquartered in Rye, NY. | Finance |
Ivy Asset Management LLC
Ivy Asset Management LLC Investment ManagersFinance Founded in 1984 by Howard Wohl and Lawrence Simon, Ivy Asset Management LLC is a global fund-of-hedge fund firm located in Jericho, New York with additional offices in New York City and London. They are a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK), which acquired the firm in October 2000. Ivy Asset Management offers a variety of risk-adjusted, performance-driven multi-manager products ranging from diversified proprietary fund portfolios to customized programs. The firm provides services to global institutional investors including: (1) Fortune 500 companies (2) global banks (3) multi-national insurance corporations (4) global investment banking firms (5) municipality pension plans and monetary authorities (6) Taft-Hartley plans (7) registered investment companies (8) foundations (9) endowments (10) non-profit organizations (11) professional money managers (12) high net-worth individuals and (13) private family offices. | Finance |
Amvescap Plc (Georgia)
Amvescap Plc (Georgia) Investment ManagersFinance Amvescap Plc (Georgia) provides investment management services. The company operates principally through the AIM, INVESCO, and Atlantic Trust brands. The company is headquartered in Atlanta, GA. | Finance |
US Trust Corp.
US Trust Corp. Regional BanksFinance US Trust Corp. provides integrated wealth management solutions. It offers solutions that leverage the company's expertise in investment management, planning services, private banking and trust services. The company was founded by John Aikman Stewart in 1853 and is located in New York City, NY. | Finance |
Tremont Group Holdings LLC
Tremont Group Holdings LLC Investment ManagersFinance Tremont Group Holdings LLC provides investment services. It offers investment for hedge fund products and multi-manager portfolio. The company was founded in 1984 and is headquartered in Rye, NY. | Finance |
Lazard Freres & Co. LLC (Broker) | Finance |
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Finance |
BNY Mellon Investment Adviser, Inc.
BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Finance |
Homestead Advisers Corp.
Homestead Advisers Corp. Investment ManagersFinance Homestead Advisers Corp. is a SEC-registered investment adviser headquartered in Arlington, Virginia. It was founded in 1990 as RE Advisers Corp. and became Homestead Advisers Corp. in 2022. The firm is a direct, wholly-owned subsidiary of Homestead Financial Services Corp. (formerly RE Investment Corp.), which is a direct, wholly-owned subsidiary of NRECA United, Inc., a holding company of the National Rural Electric Cooperative Association (NRECA). Homestead Advisers provides investment supervisory services to investment companies, employee benefit plans, pension and profit-sharing plans, corporations and other business entities. They also provide retirement planning services to individuals that participate in NRECA’s sponsored 401(k) Pension Plan or Retirement Security Plan. | Finance |
Homestead Funds Trust
Homestead Funds Trust Investment Trusts/Mutual FundsMiscellaneous Homestead Funds Trust is an open-end management investment company. The company was founded on February 15, 2019 and is headquartered in Arlington, VA. | Miscellaneous |
OppenheimerFunds Distributor, Inc.
OppenheimerFunds Distributor, Inc. Investment ManagersFinance Part of Invesco Ltd., OppenheimerFunds Distributor, Inc. provides investment advice. The company is based in Denver, CO. | Finance |
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