Profile
Mark Gerard Beischel worked as a Fixed Income Analyst & Trader at United Capital Management, Inc. from 1993 to 1998.
He then worked as the Global Director of Fixed Income at Waddell & Reed Investment Management Co. from 1998 to 2018 and at Ivy Investment Management Co. from 1998 to 2022.
Beischel received his undergraduate degree from the University of Wisconsin in 1991 and his MBA from the University of Denver in 1993.
Former positions of Mark Gerard Beischel
Companies | Position | End |
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Ivy Investment Management Co.
Ivy Investment Management Co. Investment ManagersFinance Ivy Investment Management Co. (dba Ivy Investments) is a SEC-registered investment adviser and mutual fund manager headquartered in Overland Park, Kansas. The firm was founded in 1937 and is a wholly-owned, direct subsidiary of Waddell & Reed Financial, Inc. (NYSE: WDR). Ivy Investments acts as investment adviser for a variety of clients, including registered investment companies (distributed through affiliated and unaffiliated distribution channels), institutional and other private investors and provides sub-advisory services to unaffiliated US mutual funds. | Portfolio Manager-Fixed Income | 2021-12-31 |
Waddell & Reed Investment Management Co.
Waddell & Reed Investment Management Co. Investment ManagersFinance Waddell & Reed Investment Management Co. (WRIMCO) is a registered investment advisor and mutual fund manager headquartered in Overland Park, Kansas. The firm is a subsidiary of Waddell & Reed, Inc., ultimately held by Waddell & Reed Financial, Inc. (NYSE: WDR). Founded in 1972, WRIMCO provides advisory services to a variety of clients, including defined benefit pension plans, non-proprietary US investment companies, non-US pooled vehicles, defined contribution plans, charitable foundations, and high net worth clients. | Portfolio Manager-Fixed Income | 2018-12-30 |
United Capital Management, Inc.
United Capital Management, Inc. Investment ManagersFinance United Capital Management, Inc. is an independent hedge fund manager headquartered in in Denver, Colorado. It was founded by Jimmy A. Lustig. The firm manages assets of high net worth individuals. | Analyst-Equity | - |
Training of Mark Gerard Beischel
University of Wisconsin | Undergraduate Degree |
University of Denver | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Waddell & Reed Investment Management Co.
Waddell & Reed Investment Management Co. Investment ManagersFinance Waddell & Reed Investment Management Co. (WRIMCO) is a registered investment advisor and mutual fund manager headquartered in Overland Park, Kansas. The firm is a subsidiary of Waddell & Reed, Inc., ultimately held by Waddell & Reed Financial, Inc. (NYSE: WDR). Founded in 1972, WRIMCO provides advisory services to a variety of clients, including defined benefit pension plans, non-proprietary US investment companies, non-US pooled vehicles, defined contribution plans, charitable foundations, and high net worth clients. | Finance |
United Capital Management, Inc.
United Capital Management, Inc. Investment ManagersFinance United Capital Management, Inc. is an independent hedge fund manager headquartered in in Denver, Colorado. It was founded by Jimmy A. Lustig. The firm manages assets of high net worth individuals. | Finance |
Ivy Investment Management Co.
Ivy Investment Management Co. Investment ManagersFinance Ivy Investment Management Co. (dba Ivy Investments) is a SEC-registered investment adviser and mutual fund manager headquartered in Overland Park, Kansas. The firm was founded in 1937 and is a wholly-owned, direct subsidiary of Waddell & Reed Financial, Inc. (NYSE: WDR). Ivy Investments acts as investment adviser for a variety of clients, including registered investment companies (distributed through affiliated and unaffiliated distribution channels), institutional and other private investors and provides sub-advisory services to unaffiliated US mutual funds. | Finance |
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