David Paul Marks

Director/Board Member at

University of Connecticut Health Center

Finance

Consumer Services

Miscellaneous

Profile

Mr. David P.
Marks, CFA MBA, is President at MEMBERS Capital Advisors, Inc. He is on the Board of Directors at University of Connecticut Health Center.
Mr. Marks was previously employed as Chief Investment Officer by The Travelers Insurance Co., President by TimesSquare Capital Management, Inc., Allianz of America, Inc., a Principal by BlackRock High Income Shares, Chief Investment Officer by Citigroup Private Bank, CUNA Mutual Group and Senior Vice President by Connecticut General Life Insurance Co. He also served on the board at Realty Finance Corp.
He received his undergraduate degree from the University of Connecticut, an MBA from the University of Connecticut and an MBA from Dartmouth College.

David Paul Marks active positions

Companies	Position	Start
University of Connecticut Health Center University of Connecticut Health Center Other Consumer ServicesConsumer Services Functions as a College/University	Director/Board Member	-

All active positions of David Paul Marks

Former positions of David Paul Marks

Companies	Position	End
CUNA Mutual Group CUNA Mutual Group Insurance Brokers/ServicesFinance Provides insurance, retirement and investment solutions	Chief Investment Officer	2015-12-30
CV HOLDINGS, INC.	Director/Board Member	2008-11-03
Cigna Investments, Inc. Cigna Investments, Inc. Investment ManagersFinance CII manages investment portfolios using a top-down and bottom-up investment process within a governance framework designed to ensure consistency with a client’s mandate. Ultimately, portfolio managers are responsible for constructing a portfolio based on client needs and objectives. Generally, the firm’s client portfolios are invested on a “buy and manage” basis, using duration, quality, liquidity and asset mix targets attuned to the client’s objectives and/or liabilities being supported.	President	2005-09-30
The Travelers Insurance Co. The Travelers Insurance Co. Life/Health InsuranceFinance Provides individual annuities, life insurance and institutional protection	Chief Investment Officer	2005-05-31
Allianz of America, Inc. Allianz of America, Inc. Investment ManagersFinance Allianz of America seeks to compound a portfolio's long-term returns at a greater rate than is available in the marketplace. Their fixed-income strategy evaluates key risk factors including interest rate, yield curve, credit, volatility and security selection.	President	2000-12-30

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Education of David Paul Marks

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Linked companies

Private companies	12
The Travelers Insurance Co. The Travelers Insurance Co. Life/Health InsuranceFinance Provides individual annuities, life insurance and institutional protection	Finance
MEMBERS Capital Advisors, Inc. MEMBERS Capital Advisors, Inc. Investment ManagersFinance MCA’s investment philosophy is centered on the belief that incremental value can be added through both security and sector selection, coupled with rigorous internal credit approval and underwriting processes. The firm aims to produce strong and consistent levels of risk-adjusted net investment income and competitive total returns through market cycles, while strictly controlling risk and protecting surplus.	Finance
Connecticut General Life Insurance Co. Connecticut General Life Insurance Co. Multi-Line InsuranceFinance Provides insurance services	Finance
Allianz of America, Inc. Allianz of America, Inc. Investment ManagersFinance Allianz of America seeks to compound a portfolio's long-term returns at a greater rate than is available in the marketplace. Their fixed-income strategy evaluates key risk factors including interest rate, yield curve, credit, volatility and security selection.	Finance
Cigna Investments, Inc. Cigna Investments, Inc. Investment ManagersFinance CII manages investment portfolios using a top-down and bottom-up investment process within a governance framework designed to ensure consistency with a client’s mandate. Ultimately, portfolio managers are responsible for constructing a portfolio based on client needs and objectives. Generally, the firm’s client portfolios are invested on a “buy and manage” basis, using duration, quality, liquidity and asset mix targets attuned to the client’s objectives and/or liabilities being supported.	Finance
CV Holdings, Inc. CV Holdings, Inc. Real Estate Investment TrustsFinance Provides loan brokerage and real estate management services	Finance
BlackRock High Income Shares BlackRock High Income Shares Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust	Miscellaneous
Dartmouth College Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
CUNA Mutual Group CUNA Mutual Group Insurance Brokers/ServicesFinance Provides insurance, retirement and investment solutions	Finance
University of Connecticut University of Connecticut Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Citigroup Private Bank Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank's global investment opportunities across asset classes via capital markets strategies, discretionary portfolios, and third-party managers. They utilize a core and opportunistic wealth framework, in which they identify a broadly diversified core portfolio based on the long-term plan they create using their proprietary asset allocation methodology.	Finance
University of Connecticut Health Center University of Connecticut Health Center Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services