Profile
Ben Mohr is Assistant Vice President of Equity Research at Citigroup Global Markets, Inc. (Broker) since 2024.
Formerly, Mr. Mohr was Research Analyst at Deutsche Bank Securities, Inc. from 2023 to 2024, Equity Research Associate at Credit Suisse Securities (USA) LLC (Broker) from 2022 to 2023, and Director of Fixed Income at Marquette Associates, Inc. from 2019 to 2022.
Education includes an MBA from The University of Chicago in 2007 and an undergraduate degree from California Institute of Technology in 1999.
Ben Mohr active positions
| Companies | Position | Start |
|---|---|---|
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2024-06-30 |
Former positions of Ben Mohr
| Companies | Position | End |
|---|---|---|
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2024-05-31 |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2023-03-31 |
Marquette Associates, Inc.
Marquette Associates, Inc. Investment ManagersFinance MAI’s asset allocation studies evaluate potential client portfolios under a variety of macroeconomic environments, which directly impact the performance of asset classes. The studies are built to analyze often overlooked – but critical – features of portfolio construction, including liquidity, rebalancing, and net cash flow. The firm has the authority to invest assets with various investment managers that are within the parameters of the Client’s Investment Policy Statement. MAI will use certain investment tools to determine the clients’ risk parameters, time horizon and investment objectives. These include in person meetings, a risk profile, client questionnaire and other documentation. | Director of Research - Fxd Inc | 2021-12-31 |
Training of Ben Mohr
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 | 6 |
|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
The University of Chicago
The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
California Institute of Technology
California Institute of Technology Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Marquette Associates, Inc.
Marquette Associates, Inc. Investment ManagersFinance MAI’s asset allocation studies evaluate potential client portfolios under a variety of macroeconomic environments, which directly impact the performance of asset classes. The studies are built to analyze often overlooked – but critical – features of portfolio construction, including liquidity, rebalancing, and net cash flow. The firm has the authority to invest assets with various investment managers that are within the parameters of the Client’s Investment Policy Statement. MAI will use certain investment tools to determine the clients’ risk parameters, time horizon and investment objectives. These include in person meetings, a risk profile, client questionnaire and other documentation. | Finance |
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