Mark W. Masterson

Mark W. Masterson

Portfolio Manager-Equities at HighTower Advisors LLC

Finance
Consumer Services

Profile

Mr. Mark W.
Masterson
is a Managing Director & Partner at HighTower Advisors LLC.
He specializes in manager and investment selection, investment policy construction, and asset allocation strategies.
He is also charged with formulating and articulating the market outlook and commentary for the team.
He has 26 years of financial services experience.
Prior to joining HighTower, Mr. Masterson served affluent families for 16 years as a Vice President, Portfolio Manager, and Wealth Management Advisor at Merrill Lynch.
He was a member of the Circle of Excellence awarded annually to the top Financial Advisors.
He has been recognized for his efforts on behalf of clients.
He was selected to the Barron’s top 1000 Advisors in the country list in 2010.
He has also been recognized as a 5 Star Wealth Manager by GulfShore Life Magazine from 2006 - 2015.
Mr. Masterson is a Magna Cum Laude graduate of Auburn University with a degree in International Trade.
He has attained the Certified Investment Management Analyst (CIMA) designation through the Wharton School of Business at the University of Pennsylvania.
He is an active member of the Investment Management Consultants Association, and has served a+C9s a board member for local organizations and schools.
He holds his Series 7, 31, 63, and 65 licenses.

Mark W. Masterson active positions

CompaniesPositionStart
Portfolio Manager-Equities 2010-12-31
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Former positions of Mark W. Masterson

CompaniesPositionEnd
Merrill Lynch & Co., Inc. Corporate Officer/Principal -
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Training of Mark W. Masterson

Auburn University Undergraduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

99

1st degree connections

3

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies2

Finance

Merrill Lynch & Co., Inc.

Finance

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