Marc Lieberman is a high-level expert, who works in Shorepine Wealth Management on the position of Founder, Principal and Portfolio Manager from 2017. Marc has earned professional experience in more than five positions at different companies. Marc Lieberman went to the University of Vermont and got education there from 1991 to 1996. This person has such qualifications as Chartered Financial Analyst, License 87863, and Cfa Institute, License 87863. San Francisco, California is the area, where this person was known to be situated. This expert's email address and phone number are accessed through SoftwareOfficial on demand.
Name variants:
Mark Lieberman
Last updated Jun 05, 2024
Contact Information
Last Update
Jul 7, 2022
Email
ma**@yahoo.com, ml**@ashfield.com
Location
San Francisco, CA
Company
Shorepine Wealth Management
Workplace
Founder, Principal and Portfolio Manager
Work History
Director of Research and Portfolio Manager
801 Montgomery St, San Francisco, CA 94133
Ashfield Capital Partners, LLC is a San Francisco-based specialists in actively managed, growth-oriented investment strategies. Our clients benefit from the firm's three key attributes:
A ...
Mar 2002 — Jan 2017
Past President
235 Montgomery St SUITE 725, San Francisco, CA 94104
Member of Board of Directors 2008
2015
President 2013
2014
Vice President 2011
2013
Member of Executive Committee
Founder of Social Programs Committee
Past Chair of Membership Commi...
Jul 2013 — Jun 2014
Senior Sales Assistant
Assistant to two Institutional Brokers in account maintenance, prospecting and trade order management.
Dec 1999 — Jan 2000
Customer and Advisor Service and Regional Sales
5045 Southern Trace Dr, Gainesville, GA 30504
Responsible for maintaining and increasing mutual fund sales in a new territory.
Contacted brokers daily with market updates and fund-specific sales ideas.
Team Leader for group of four s...
Sep 1, 1996 — Jul 1, 1999
Education
Occupations
Executive
Founder
Financial Broker
Portfolio Manager
Professor
School Principal
Accountant
Finance and Accounting Specialist
Chief Research Officer
Construction
Founding Member
Chief Executive
Investment Analyst
Financial Analyst
School Administrator
Educational Manager
Accounting Bookkeeper
Bookkeeper
Skills
Bloomberg
Microsoft Office
Portfolio Management
Performance Attribution
Equities
Asset Management
Securities
Equity Research
Investment Management
Trading
Valuation
Investments
Investment Strategies
Financial Modeling
Strategy