Mark J. Cassell

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Finance

Consumer Services

Profile

Mr. Mark J.
Cassell, CFA MBA, is an Investment Advisor at Geneva Investment Management of Chicago LLC.
Mr. Cassell has been in the investment industry since 1989.
Prior to joining Geneva, he was a Senior Vice President and Wealth Advisor at Morgan Stanley Smith Barney.
Previously, he worked for seven years at Atlantic Trust-Stein Roe as a Senior Vice President and Sr. Portfolio Manager and four years at American National Bank as Senior Portfolio Manager.
Mr. Cassell received his B.S.
in Economics from the University of Wisconsin Madison and M.B.A. in Finance from Vanderbilt University.

Former positions of Mark J. Cassell

Companies	Position	End
Stein Roe Investment Counsel LLC Stein Roe Investment Counsel LLC Investment ManagersFinance Portfolio managers, research analysts and investment strategists work together to construct the most appropriate portfolio to meet each client's objectives. Growth stocks serve as the core of every client's equity portfolio. In addition, Stein uses opportunity stocks to provide an element of balance and diversity in each portfolio. Opportunity stocks include attractively priced companies with more modest growth rates as well as special situations that are value driven. Their fixed-income investment process incorporates both top-down and bottom-up factors by emphasizing three key components: yield curve management, sector analysis and individual security selection. After determining asset allocation guidelines in league with their clients, Roe employs a 'best of breed' approach to implementation over a variety of asset classes. For many of their clients they utilize external expertise in niche areas that complement their core portfolio structure (these may include small capitalization stocks, international equities and alternative investments).	Portfolio Manager-Equities	2003-12-30
American National Bank & Trust (Texas) American National Bank & Trust (Texas) Major BanksFinance Operates as a national bank	Portfolio Manager-Equities	-
Morgan Stanley Smith Barney LLC Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-
CIBC Private Wealth Advisors, Inc. CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities.	Portfolio Manager-Equities	-

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Private companies	6
CIBC Private Wealth Advisors, Inc. CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities.	Finance
Stein Roe Investment Counsel LLC Stein Roe Investment Counsel LLC Investment ManagersFinance Portfolio managers, research analysts and investment strategists work together to construct the most appropriate portfolio to meet each client's objectives. Growth stocks serve as the core of every client's equity portfolio. In addition, Stein uses opportunity stocks to provide an element of balance and diversity in each portfolio. Opportunity stocks include attractively priced companies with more modest growth rates as well as special situations that are value driven. Their fixed-income investment process incorporates both top-down and bottom-up factors by emphasizing three key components: yield curve management, sector analysis and individual security selection. After determining asset allocation guidelines in league with their clients, Roe employs a 'best of breed' approach to implementation over a variety of asset classes. For many of their clients they utilize external expertise in niche areas that complement their core portfolio structure (these may include small capitalization stocks, international equities and alternative investments).	Finance
Vanderbilt University Vanderbilt University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
American National Bank & Trust (Texas) American National Bank & Trust (Texas) Major BanksFinance Operates as a national bank	Finance
University of Wisconsin University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Morgan Stanley Smith Barney LLC Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Provides brokerage services	Finance