Del Pezzo, Mark

Positions
Contact Info

overview

  • CFA charterholder since 1998. Active member in the local CFA society.
    Former member of bank ALCO and investment committees
    Former investment officer/ portfolio manager for numerous depository institutions and trust departments
    Performing consulting work for RIA’s, family offices, broker dealers, trust departments and depository institutions.
  • CFA charterholder since 1998. Active member in the local CFA society.
    Former member of bank ALCO and investment committees
    Former investment officer/ portfolio manager for numerous depository institutions and trust departments
    Performing consulting work for RIA’s, family offices, broker dealers, trust departments and depository institutions.

    Education
    MBA
    Jacksonville University, Jacksonville, Florida
    Bachelor of Science in Management & Economics
    University of North Carolina Asheville, Asheville , North Carolina

research interests

  • Advanced Investments; Bank & ALM Management; Financial Management; Fixed Income & Equity Securities Analysis
    Personal Finance; Portfolio Management
  • Advanced Investments
    Bank & ALM Management
    Financial Management
    Fixed Income & Equity Securities Analysis
    Personal Finance
    Portfolio Management

teaching overview

  • Advanced Investments
    Commercial Bank Management
    Creating Economic and Social Value
    Financial Management
    Introduction to Business Finance
    Personal Financial Management
    Student Managed Investment Fund II

full name

  • Mark Del Pezzo