Mark Haley
President at LIBERTY ALL-STAR EQUITY FUND
Net worth: 2 M $ as of 2024-06-29
Profile
Mark Timothy Haley is currently the President at Liberty All-Star Equity Fund and the Chief Investment Officer at ALPS Funds Services, Inc. He also holds the position of Senior Vice President at Liberty All-Star Growth Fund, Inc. and Vice President at ALPS Advisors, Inc. Previously, he served as Vice President at Liberty All Star Growth Fund, Inc. from 1999 to 2003 and Vice President at Banc of America Investment Advisors, Inc. from 1999 to 2006.
Mr. Haley holds an MBA from Suffolk University and an undergraduate degree from St. Anselm College.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2023-12-30 | 127,029 ( 0.04% ) | 863 797 $ | 2024-06-29 | |
| 2024-03-19 | 121,594 ( 0.21% ) | 649 312 $ | 2024-06-29 |
Mark Haley active positions
| Companies | Position | Start |
|---|---|---|
| LIBERTY ALL-STAR EQUITY FUND | President | 2022-12-31 |
| LIBERTY ALL-STAR GROWTH FUND, INC. | Corporate Officer/Principal | 1998-12-31 |
ALPS Funds Services, Inc.
 ALPS Funds Services, Inc. Investment Trusts/Mutual FundsMiscellaneous ALPS Funds Services, Inc. provides back office services for open and closed-end, and hedge funds. The firm provides administration, compliance, fund accounting, legal, marketing, tax administration, transfer agency, and shareholders services. The company was founded by W. Robert Alexander in 1985 and is headquartered in Denver, CO. | Chief Investment Officer | - |
ALPS Advisors, Inc.
 ALPS Advisors, Inc. Investment ManagersFinance ALPS Advisors, Inc. (AAI) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2006 and is a subsidiary of ALPS Holdings, Inc., ultimately held by SS&C Technologies Holdings, Inc. (NASDAQ: SSNC). AAI provides discretionary investment management services exclusively to registered investment companies. | Portfolio Manager-Equities | - |
Former positions of Mark Haley
| Companies | Position | End |
|---|---|---|
| Banc of America Investment Advisors, Inc. | Corporate Officer/Principal | 2005-12-31 |
| Liberty All Star Growth Fund, Inc. | Corporate Officer/Principal | 2003-04-14 |
Training of Mark Haley
| St. Anselm College | Undergraduate Degree |
| Suffolk 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 | 6 |
|---|---|
ALPS Funds Services, Inc.
ALPS Funds Services, Inc. Investment Trusts/Mutual FundsMiscellaneous ALPS Funds Services, Inc. provides back office services for open and closed-end, and hedge funds. The firm provides administration, compliance, fund accounting, legal, marketing, tax administration, transfer agency, and shareholders services. The company was founded by W. Robert Alexander in 1985 and is headquartered in Denver, CO. | Miscellaneous |
ALPS Advisors, Inc.
ALPS Advisors, Inc. Investment ManagersFinance ALPS Advisors, Inc. (AAI) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2006 and is a subsidiary of ALPS Holdings, Inc., ultimately held by SS&C Technologies Holdings, Inc. (NASDAQ: SSNC). AAI provides discretionary investment management services exclusively to registered investment companies. | Finance |
Liberty All-Star Equity Fund
 Liberty All-Star Equity Fund Investment Trusts/Mutual FundsMiscellaneous Liberty All Star Equity Fund operates as a diversified, closed-end management investment company. It seeks total investment return comprised of long-term capital appreciation and current income through investing primarily in a diversified portfolio of equity securities. The company was founded on October 31, 1986 and is headquartered in Denver, CO. | Miscellaneous |
| Liberty All Star Growth Fund, Inc. | Miscellaneous |
| Banc of America Investment Advisors, Inc. | Finance |
Liberty All-Star Growth Fund, Inc.
 Liberty All-Star Growth Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Liberty All-Star Growth Fund, Inc. operates as a closed-end investment fund/investment trust. Its investment objective is to seek long-term capital appreciation through investment primarily in a diversified portfolio of equity securities. The company was founded on March 14, 1986 and is headquartered in Denver, CO. | Miscellaneous |
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