Career history of Mark M. Whalen
Former positions of Mark M. Whalen
| Companies | Position | Start | End |
|---|---|---|---|
Sterling Capital Management LLC
 Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (SCM) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970. They were acquired in 2024 by Guardian Capital LLC, which is ultimately owned by Guardian Capital Group Ltd. (TSX: GCG) in Canada. SCM manages customized investment portfolios, provides asset allocation analysis, and offers other investment-related services to affluent individuals and businesses. | Investment Committee Member | 1990-12-31 | 2007-12-30 |
| Portfolio Manager-Fixed Income | 1990-12-31 | 2007-12-30 | |
Epic Data International, Inc.
 Epic Data International, Inc. Information Technology ServicesTechnology Services Epic Data International, Inc. manufactures operations management and warehouse management solutions. The firm provides installation and post sales support to the aerospace, defense, automotive, high technology and heavy industrial equipment manufacturers in North America and Western Europe. It develops transaction software and hardware interfaces between custom and enterprise resource planning systems and electronic data capture systems. The company was founded by Helmut Eppich in 1975 and is headquartered in Richmond, Canada. | Sales & Marketing | 2007-01-09 | - |
| NCNB Corp | Corporate Officer/Principal | - | - |
Training of Mark M. Whalen
| Brown University | Undergraduate Degree |
| Duke University | Masters Business Admin |
Statistics
International
| United States | 5 |
| Canada | 2 |
Operational
| Investment Committee Member | 1 |
| Portfolio Manager-Fixed Income | 1 |
| Corporate Officer/Principal | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
| Technology Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Sterling Capital Management LLC
Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (SCM) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970. They were acquired in 2024 by Guardian Capital LLC, which is ultimately owned by Guardian Capital Group Ltd. (TSX: GCG) in Canada. SCM manages customized investment portfolios, provides asset allocation analysis, and offers other investment-related services to affluent individuals and businesses. | Finance |
| NCNB Corp | Finance |
Epic Data International, Inc.
Epic Data International, Inc. Information Technology ServicesTechnology Services Epic Data International, Inc. manufactures operations management and warehouse management solutions. The firm provides installation and post sales support to the aerospace, defense, automotive, high technology and heavy industrial equipment manufacturers in North America and Western Europe. It develops transaction software and hardware interfaces between custom and enterprise resource planning systems and electronic data capture systems. The company was founded by Helmut Eppich in 1975 and is headquartered in Richmond, Canada. | Technology Services |
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