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Mark Juelis, CAIA

Mark Juelis, CAIA

Mark Juelis, CAIA

Senior Vice President – Financial Intermediaries
Phone215-609-3749 EmailEmail
Mark is primarily responsible for establishing and enhancing relationships with financial intermediaries, advisors and the firm’s distribution partners. Secondarily, he provides support to our consultant relations effort. As a senior investment specialist, Mark is responsible for new business development by articulating to clients and prospects the firm’s investment philosophy, process, positioning and macro outlook across our equity and global fixed income strategies. Prior to joining the Firm in October 2012, Mark worked as an investor relations professional with Attalus Capital (2008-2012); a consultant with Towers Perrin's Asset Consulting Services group (2003-2008), and an associate at PriceWaterhouseCoopers (2001-2003). Mark is a CAIA charterholder, holds FINRA Series 3, 7 and 63 licenses, and earned a B.A. in Political Science from Bucknell University.