![Mark Quien Haley](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Career history of Mark Quien Haley
Former positions of Mark Quien Haley
Companies | Position | Start | End |
---|---|---|---|
Winfield Associates, Inc.
![]() Winfield Associates, Inc. Investment ManagersFinance Winfield Associates, Inc. is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1997 and was acquired in 2022 by MAI Capital Management LLC, a subsidiary of Edgewood Partners Insurance Center. Winfield Associates provides advisory services for individuals, endowments and foundations, retirees and business owners, including qualified retirement plans. | Portfolio Manager-Equities | 2003-10-31 | 2022-05-31 |
Training of Mark Quien Haley
St. Mary's College of California | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sectoral
Consumer Services | 2 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
---|---|
Winfield Associates, Inc.
![]() Winfield Associates, Inc. Investment ManagersFinance Winfield Associates, Inc. is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1997 and was acquired in 2022 by MAI Capital Management LLC, a subsidiary of Edgewood Partners Insurance Center. Winfield Associates provides advisory services for individuals, endowments and foundations, retirees and business owners, including qualified retirement plans. | Finance |
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