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Mark Shumacher
Profile
Mr. Schumacher has over ten years of experience in the investment management industry.
Prior to joining Wm Smith, he was a portfolio manager in Boston, managing balanced portfolios for high net worth individuals and their families, including professional athletes.
He was the firm's Fixed Income strategist and trader as well.
Prior to that, he was a research analyst for a mid-size investment bank, covering various small-cap consumer-related companies.
Mr. Schumacher received his M.B.A from The Carroll Graduate School of Management at Boston College.
He received a B.S.
in Finance and a B.S.
in Accounting at Colorado State University.
He is a CFA Charterholder.
Former positions of Mark Shumacher
Companies | Position | End |
---|---|---|
Wm Smith Securities, Inc.
![]() Wm Smith Securities, Inc. Investment Banks/BrokersFinance Wm Smith Securities, Inc., the brokerage arm of Wm Smith & Co. is a broker/dealer headquartered in Denver. The firm was founded in October of 1993 and offers a full array of investment services. They provide fundamental equity research to a select group of institutional clients from both the traditional and alternative investment arena. The firm primarily focuses on special situations with an emphasis on under-followed and under-valued companies. They are a member of the SIPC. | Director of Research - Equity | 01/01/2008 |
Training of Mark Shumacher
Boston College | Masters Business Admin |
Colorado State University | Undergraduate Degree |
Experiences
Positions held
Linked companies
Private companies | 1 |
---|---|
Wm Smith Securities, Inc.
![]() Wm Smith Securities, Inc. Investment Banks/BrokersFinance Wm Smith Securities, Inc., the brokerage arm of Wm Smith & Co. is a broker/dealer headquartered in Denver. The firm was founded in October of 1993 and offers a full array of investment services. They provide fundamental equity research to a select group of institutional clients from both the traditional and alternative investment arena. The firm primarily focuses on special situations with an emphasis on under-followed and under-valued companies. They are a member of the SIPC. | Finance |
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