Profile
Mr. Mark D.
Bergen is a Chief Operating Officer, CFO & Managing Director at WPS Advisors, Inc. He also holds the same positions at the firm's parent company, W.
P.
Stewart & Co. Ltd.
Prior to joining in June 2010, he was at Angelo, Gordon & Co. and its asset management subsidiary, AG Asset Management LLC, where he was a Chief Operating Officer and Chief Financial Officer.
Earlier, he was an Executive Director at UBS Global Asset Management from 2002 to 2005.
Prior to that, he was a Vice President at Goldman Sachs from 2000 to 2002; an Executive Director at UBS Investment Bank from 1989 to 2000; and a Senior Manager at Andersen Consulting from 1979 to 1989.
Mr. Bergen earned his undergraduate in 1977 and his MBA degree in 1979 from the University of Illinois at Urbana-Champaign.
Former positions of Mark D. Bergen
| Companies | Position | End |
|---|---|---|
W. P. Stewart & Co., Ltd.
 W. P. Stewart & Co., Ltd. Investment ManagersFinance W. P. Stewart & Co., Ltd. provides global investment advisory services. It also provides research-intensive equity management services to individuals and institutions located throughout the world. The company was founded by Stewart P. William on January 1, 1975 and is headquartered in New York, NY. | President | 2012-03-19 |
WPS Advisors, Inc.
 WPS Advisors, Inc. Investment ManagersFinance Founded in 1975, WPS Advisors, Inc., formerly W. P. Stewart & Co., Inc., is an investment advisor firm located in New York City. The firm is a subsidiary of W. P. Stewart & Co., Ltd. (NYSE: WPL). Their clients include individuals, families, trusts, endowments and institutions | Director of Finance/CFO | 2013-04-29 |
Angelo, Gordon & Co. LP
 Angelo, Gordon & Co. LP Investment ManagersFinance Angelo, Gordon & Co. LP (Angelo Gordon) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Michael L. Gordon in 1988. They were acquired by TPG, Inc. (NASDAQ: TPG) in 2023. Angelo Gordon invests on behalf of pension funds, corporations, endowments, foundations, sovereign wealth funds and individuals. | Corporate Officer/Principal | 2010-05-30 |
AG Asset Management LLC
 AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | Director of Finance/CFO | 2009-01-30 |
| THE GOLDMAN SACHS GROUP, INC. | Corporate Officer/Principal | 2002-12-30 |
Training of Mark D. Bergen
| University of Illinois | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| THE GOLDMAN SACHS GROUP, INC. | Finance |
| Private companies | 6 |
|---|---|
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | Finance |
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Finance |
W. P. Stewart & Co., Ltd.
W. P. Stewart & Co., Ltd. Investment ManagersFinance W. P. Stewart & Co., Ltd. provides global investment advisory services. It also provides research-intensive equity management services to individuals and institutions located throughout the world. The company was founded by Stewart P. William on January 1, 1975 and is headquartered in New York, NY. | Finance |
WPS Advisors, Inc.
WPS Advisors, Inc. Investment ManagersFinance Founded in 1975, WPS Advisors, Inc., formerly W. P. Stewart & Co., Inc., is an investment advisor firm located in New York City. The firm is a subsidiary of W. P. Stewart & Co., Ltd. (NYSE: WPL). Their clients include individuals, families, trusts, endowments and institutions | Finance |
Angelo, Gordon & Co. LP
Angelo, Gordon & Co. LP Investment ManagersFinance Angelo, Gordon & Co. LP (Angelo Gordon) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Michael L. Gordon in 1988. They were acquired by TPG, Inc. (NASDAQ: TPG) in 2023. Angelo Gordon invests on behalf of pension funds, corporations, endowments, foundations, sovereign wealth funds and individuals. | Finance |
Accenture LLC
 Accenture LLC Miscellaneous Commercial ServicesCommercial Services Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA. | Commercial Services |
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