CFA

Mark Mowrey

Biography

With a career in investment research and management spanning nearly two decades, Statera’s Chief Investment Officer, Mark Mowrey, brings a uniquely broad and relevant expertise to the firm. Graduated from the Wharton School of the University of Pennsylvania and holding the Chartered Financial Analyst® designation, his roles have ranged from financial journalism and sell-side equity research to the management of multi-billion-dollar investment portfolios.

Having endured several capital market cycles during his industry tenure, Mark has learned firsthand the power of a quantitative methodology, grounded in an approach that fosters continual learning, to impart a beneficial discipline to the investment process. He further believes candid, transparent reviews of investment methods and results nurtures the trust that is required for clients and colleagues to share in the team’s confidence in its work.

Credentials

B.S. in Economics, 1994

The Wharton School, University of Pennsylvania

Chartered Financial Analyst® (CFA)

Wrote for The Industry Standard and Red Herring, 1999–2001

Through the technology bubble

Managing value-focused equity portfolios since 2004

Studied abroad in Moscow, Russia, 1992

How Mark Works With Clients

Even so, Mark understands that confidence is at best a secondary source of investment success and that hubris and similar emotional states only detract from the investment process. Rather, he believes a methodical approach, grounded in more than a century’s-worth of collective industry knowledge development and evolved to be relevant to the investment challenges and opportunities of today, ultimately will enable the firm to achieve client investment goals.

Insights