Profile
Mr. Mark D.
Altman is an Executive Director of Wealth Management, Financial Advisor & Senior Portfolio Management Director at Morgan Stanley Smith Barney LLC.
Previously, Mr. Altman was a Managing Director at UBS Investment Bank where he headed the U.S.
research department, one of the largest and most successful on Wall Street.
At UBS he chaired the U.S.
Investment Review Committee, and sat on the U.S.
Equity Operating Committee, Americas Equity Business Committee, and Research Management Board.
He was also a member the Equity Commitment Committee, which reviewed and approved the firm’s participation in public and private securities transactions.
He holds a B.A. in Economics from University of Pennsylvania and an M.B.A. from the Amos Tuck School at Dartmouth College.
Mark Douglas Altman active positions
| Companies | Position | Start |
|---|---|---|
Morgan Stanley Smith Barney LLC (Investment Management)
Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance MSWM assists clients in devising and implementing a reasoned, systematic, long-term investment strategy tailored to their financial circumstances. The firm also assists clients in evaluating their investment objectives and risk tolerance and enables them to invest in a broad array of eligible assets. | Portfolio Manager-Equities | 01/12/2009 |
Former positions of Mark Douglas Altman
| Companies | Position | End |
|---|---|---|
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/03/2008 |
Painewebber Group, Inc.
Painewebber Group, Inc. Investment Banks/BrokersFinance Provides services in connection with the purchase and sale of securities, and option contracts | Director of Research - Equity | 01/01/2000 |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance Provides banking services | Analyst-Equity | 01/01/2000 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/01/2000 |
PaineWebber, Inc.
PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Analyst-Equity | - |
Training of Mark Douglas Altman
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services | Finance |
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Dartmouth College
Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Pennsylvania
University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Painewebber Group, Inc.
Painewebber Group, Inc. Investment Banks/BrokersFinance Provides services in connection with the purchase and sale of securities, and option contracts | Finance |
PaineWebber, Inc.
PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance Provides banking services | Finance |
Morgan Stanley Smith Barney LLC (Investment Management)
Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance MSWM assists clients in devising and implementing a reasoned, systematic, long-term investment strategy tailored to their financial circumstances. The firm also assists clients in evaluating their investment objectives and risk tolerance and enables them to invest in a broad array of eligible assets. | Finance |
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