Mark W. Masterson
Portfolio Manager-Equities at HighTower Advisors LLC
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
Companies | Position | Start |
---|---|---|
HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HighTower) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Portfolio Manager-Equities | 2010-12-31 |
Former positions of Mark W. Masterson
Companies | Position | End |
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Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Training of Mark W. Masterson
Auburn University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HighTower) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Finance |
Merrill Lynch & Co., Inc. | Finance |
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