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Profile
Ms. Lori Marks is Investment Accounting Manager at Prime Advisors, Inc.
Ms. Marks was previously employed as an Asset Manager by SS&C Technologies, Inc. and a Manager by MassMutual Financial Group.
Former positions of Lori Marks
| Companies | Position | End |
|---|---|---|
SS&C Technologies, Inc.
 SS&C Technologies, Inc. Investment ManagersFinance Provides asset management, managed IT, fund administration and retirement solutions | Corporate Officer/Principal | 1997-09-29 |
Massachusetts Mutual Life Insurance Co.
 Massachusetts Mutual Life Insurance Co. Life/Health InsuranceFinance Provides life insurance and financial & retirement planning services | Corporate Officer/Principal | 1996-02-27 |
Prime Advisors, Inc.
 Prime Advisors, Inc. Investment ManagersFinance Prime Advisors' investment approach seeks to generate after-tax income through crossover trading between taxable and tax-exempt securities, duration selection and after-tax yield pickup swap analysis. The firm's utilizes proprietary systems and dynamic financial analysis models to develop optimal investment strategies. Prime’s credit research process begins at the Investment Committee level. The Investment Committee sets broad risk parameters and mandates that are applied across all portfolios. Then, on the security level, Prime performs independent credit research for securities that they manage. Their credit research team performs bottom-up individual security analysis and must approve an issuer prior to purchase. This team works with the portfolio managers to determine relative value within the corporate bond market, but ultimately the portfolio managers determine if an issuer is appropriate for a client’s portfolio. In addition to conducting fundamental credit analysis, Prime strives to achieve their investment objectives by emphasizing high-quality issuers, diversification and liquidity among market leaders. ^ | Corporate Officer/Principal | - |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
5
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Massachusetts Mutual Life Insurance Co.
Massachusetts Mutual Life Insurance Co. Life/Health InsuranceFinance Provides life insurance and financial & retirement planning services | Finance |
SS&C Technologies, Inc.
SS&C Technologies, Inc. Investment ManagersFinance Provides asset management, managed IT, fund administration and retirement solutions | Finance |
Prime Advisors, Inc.
Prime Advisors, Inc. Investment ManagersFinance Prime Advisors' investment approach seeks to generate after-tax income through crossover trading between taxable and tax-exempt securities, duration selection and after-tax yield pickup swap analysis. The firm's utilizes proprietary systems and dynamic financial analysis models to develop optimal investment strategies. Prime’s credit research process begins at the Investment Committee level. The Investment Committee sets broad risk parameters and mandates that are applied across all portfolios. Then, on the security level, Prime performs independent credit research for securities that they manage. Their credit research team performs bottom-up individual security analysis and must approve an issuer prior to purchase. This team works with the portfolio managers to determine relative value within the corporate bond market, but ultimately the portfolio managers determine if an issuer is appropriate for a client’s portfolio. In addition to conducting fundamental credit analysis, Prime strives to achieve their investment objectives by emphasizing high-quality issuers, diversification and liquidity among market leaders. ^ | Finance |
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