Mark Anthony Rogozinski
Director/Board Member at Asset Vantage Systems Pvt Ltd.
Profile
Mark Anthony Rogozinski is currently a Director at Asset Vantage Systems Pvt Ltd.
He was previously the Chief Executive Officer at The Swarthmore Group, Inc., the Chief Operating Officer at Lydian Wealth Management, Inc., a Senior Vice President at WealthTrust LLC, and a Partner at Homrich & Berg, Inc. He obtained his undergraduate degree from Babson College.
Mark Anthony Rogozinski active positions
| Companies | Position | Start |
|---|---|---|
Asset Vantage Systems Pvt Ltd.
 Asset Vantage Systems Pvt Ltd. Packaged SoftwareTechnology Services Asset Vantage Systems Pvt Ltd. provides automated portfolio management and accounting services. It offers data management, insightful analytics, integrated accounting and back-office backbone services. The company was founded by Sunil K. Dalal in 2011 and is headquartered in Mumbai, India. | Director/Board Member | - |
Former positions of Mark Anthony Rogozinski
| Companies | Position | End |
|---|---|---|
The Swarthmore Group, Inc.
 The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group, Inc. is an independent, minority-owned, SEC-registered investment advisory firm headquartered in Philadelphia, Pennsylvania. The firm was founded by James E. Nevels in 1991 and they provide discretionary investment advice and wealth management services to individuals, high net-worth individuals, pension and profit sharing plans, corporations, foundation/endowments and state and municipal governments. | Chief Executive Officer | - |
Homrich & Berg, Inc. (Investment Management)
 Homrich & Berg, Inc. (Investment Management) Investment ManagersFinance Homrich & Berg, Inc. (Investment Management) (H&B-IM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Andrew J. Berg in 1989 and is a subsidiary of HB Weath Management LLC. H&B-IM primarily provides wealth management services mainly to individuals and families, but also to trusts, retirement plans, corporate entities, foundations, and family offices. | Corporate Officer/Principal | - |
| Lydian Wealth Management, Inc. | Chief Operating Officer | - |
WealthTrust LLC
 WealthTrust LLC Investment ManagersFinance WealthTrust LLC operates as a holding company with interest in providing wealth management services. The firm’s services include financial panning, portfolio management, estate planning and retirement planning and risk management. The company was founded by Rush M. Brenton in 1997 and is headquartered in Scottsdale, AZ. | Corporate Officer/Principal | - |
Training of Mark Anthony Rogozinski
| Babson College | Undergraduate Degree |
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 | 5 |
|---|---|
WealthTrust LLC
WealthTrust LLC Investment ManagersFinance WealthTrust LLC operates as a holding company with interest in providing wealth management services. The firm’s services include financial panning, portfolio management, estate planning and retirement planning and risk management. The company was founded by Rush M. Brenton in 1997 and is headquartered in Scottsdale, AZ. | Finance |
Homrich & Berg, Inc. (Investment Management)
Homrich & Berg, Inc. (Investment Management) Investment ManagersFinance Homrich & Berg, Inc. (Investment Management) (H&B-IM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Andrew J. Berg in 1989 and is a subsidiary of HB Weath Management LLC. H&B-IM primarily provides wealth management services mainly to individuals and families, but also to trusts, retirement plans, corporate entities, foundations, and family offices. | Finance |
| Lydian Wealth Management, Inc. | Finance |
The Swarthmore Group, Inc.
The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group, Inc. is an independent, minority-owned, SEC-registered investment advisory firm headquartered in Philadelphia, Pennsylvania. The firm was founded by James E. Nevels in 1991 and they provide discretionary investment advice and wealth management services to individuals, high net-worth individuals, pension and profit sharing plans, corporations, foundation/endowments and state and municipal governments. | Finance |
Asset Vantage Systems Pvt Ltd.
Asset Vantage Systems Pvt Ltd. Packaged SoftwareTechnology Services Asset Vantage Systems Pvt Ltd. provides automated portfolio management and accounting services. It offers data management, insightful analytics, integrated accounting and back-office backbone services. The company was founded by Sunil K. Dalal in 2011 and is headquartered in Mumbai, India. | Technology Services |
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