Profile
Mark J.
Spinello is the founder of Mackenzie Investment Management, Inc. He currently holds the position of Chief Executive Officer at The Legend Group, Inc. and Legend Group Holdings LLC.
In 1989, he briefly held the position of Chief Executive Officer at Legend Advisory LLC.
Spinello received his undergraduate degree from the University of New Haven in 1977 and his graduate degree from Western New England University in 1980.
Mark J. Spinello active positions
| Companies | Position | Start |
|---|---|---|
The Legend Group, Inc.
The Legend Group, Inc. Investment ManagersFinance Provides investment and innovative retirement planning services | Chief Executive Officer | - |
Legend Group Holdings LLC
Legend Group Holdings LLC Investment ManagersFinance Provides investment and retirement planning services | Chief Executive Officer | - |
Former positions of Mark J. Spinello
| Companies | Position | End |
|---|---|---|
Legend Advisory LLC
Legend Advisory LLC Investment ManagersFinance Legend Advisory's programs provide built-in diversification, asset allocation techniques, professional investment selection and ongoing investment management through actively managed portfolios. The portfolios are monitored regularly and reallocated as deemed necessary in an attempt to capitalize on potential market opportunities. The firm offers Defensive, Risk Adjusted and Income Generating portfolios. These portfolios include fixed income, conservative, balanced, total return, appreciation, growth, managed income and absolute return. Legend Advisory employs a mixture of quantitative and fundamental methods in the management of our portfolios. Their investment discipline incorporates proprietary artificial intelligence technology to provide investment recommendations for their mutual fund asset allocation programs. Legend Advisory utilizes a mixture of fundamental and computer-generated analysis (in the form of neural networks) to develop asset allocation recommendations for a variety of model portfolios. Legend Advisory diversifies clients' assets in accordance with the objective(s) of each model portfolio. | Chief Executive Officer | 1989-01-01 |
Mackenzie Investment Management, Inc.
Mackenzie Investment Management, Inc. Investment ManagersFinance Provides investment advice | Founder | 1988-12-30 |
Training of Mark J. Spinello
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 | 6 |
|---|---|
Mackenzie Investment Management, Inc.
Mackenzie Investment Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
Legend Advisory LLC
Legend Advisory LLC Investment ManagersFinance Legend Advisory's programs provide built-in diversification, asset allocation techniques, professional investment selection and ongoing investment management through actively managed portfolios. The portfolios are monitored regularly and reallocated as deemed necessary in an attempt to capitalize on potential market opportunities. The firm offers Defensive, Risk Adjusted and Income Generating portfolios. These portfolios include fixed income, conservative, balanced, total return, appreciation, growth, managed income and absolute return. Legend Advisory employs a mixture of quantitative and fundamental methods in the management of our portfolios. Their investment discipline incorporates proprietary artificial intelligence technology to provide investment recommendations for their mutual fund asset allocation programs. Legend Advisory utilizes a mixture of fundamental and computer-generated analysis (in the form of neural networks) to develop asset allocation recommendations for a variety of model portfolios. Legend Advisory diversifies clients' assets in accordance with the objective(s) of each model portfolio. | Finance |
University of New Haven
University of New Haven Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Western New England University
Western New England University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Legend Group, Inc.
The Legend Group, Inc. Investment ManagersFinance Provides investment and innovative retirement planning services | Finance |
Legend Group Holdings LLC
Legend Group Holdings LLC Investment ManagersFinance Provides investment and retirement planning services | Finance |
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