Profile
Mark Rosenblum worked as a Research Associate at Morgan Stanley & Co. LLC from 2015 to 2018.
Prior to that, he worked as a Principal at Hillman Capital Management, Inc., an Associate at Locke Capital Management, Inc., a Principal at Lydian Wealth Management, Inc., and an Associate at Epoch Investment Partners, Inc. Rosenblum received an undergraduate degree from the University of Maryland.
Former positions of Mark Rosenblum
Companies | Position | End |
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Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Analyst-Equity | 2018-08-31 |
Lydian Wealth Management, Inc. | Corporate Officer/Principal | - |
Locke Capital Management, Inc.
Locke Capital Management, Inc. Investment ManagersFinance Founded in 1992, Locke Capital Management, Inc. is a registered investment advisor located in Newport, Rhode Island with an additional office in Palm Beach, Florida | Analyst-Equity | - |
Hillman Capital Management, Inc.
Hillman Capital Management, Inc. Investment ManagersFinance Hillman Capital Management, Inc. (HCM) is an independent registered investment advisor headquartered in Bethesda, Maryland. The firm was founded by Mark A. Hillman in 1998. HCM provides discretionary and non-discretionary investment advisory services to separately managed accounts, a mutual fund and a private fund. It also serves as a discretionary portfolio manager to clients participating in wrap fee, sub-advisory or “dual contract” programs. | Corporate Officer/Principal | - |
Epoch Investment Partners, Inc.
Epoch Investment Partners, Inc. Investment ManagersFinance Epoch Investment Partners, Inc. (Epoch) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Bill Priest and David Pearl in 2004. They are a subsidiary of TD Bank US Holding Co., ultimately owned by The Toronto-Dominion Bank (NYSE: TD) in Canada. Epoch provides investment advisory services to primarily institutional clients. | Analyst-Equity | - |
Training of Mark Rosenblum
University of Maryland | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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Epoch Investment Partners, Inc.
Epoch Investment Partners, Inc. Investment ManagersFinance Epoch Investment Partners, Inc. (Epoch) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Bill Priest and David Pearl in 2004. They are a subsidiary of TD Bank US Holding Co., ultimately owned by The Toronto-Dominion Bank (NYSE: TD) in Canada. Epoch provides investment advisory services to primarily institutional clients. | Finance |
Locke Capital Management, Inc.
Locke Capital Management, Inc. Investment ManagersFinance Founded in 1992, Locke Capital Management, Inc. is a registered investment advisor located in Newport, Rhode Island with an additional office in Palm Beach, Florida | Finance |
Hillman Capital Management, Inc.
Hillman Capital Management, Inc. Investment ManagersFinance Hillman Capital Management, Inc. (HCM) is an independent registered investment advisor headquartered in Bethesda, Maryland. The firm was founded by Mark A. Hillman in 1998. HCM provides discretionary and non-discretionary investment advisory services to separately managed accounts, a mutual fund and a private fund. It also serves as a discretionary portfolio manager to clients participating in wrap fee, sub-advisory or “dual contract” programs. | Finance |
Lydian Wealth Management, Inc. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
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