Mark Devries Cfa, Caia

Mark deVries, CFA, CAIA has extensive work experience in the financial industry. Mark currently serves as the Managing Director at AlTi Tiedemann Global, where they directly manage client relationships for ultra high net worth individuals and Foundations. In this role, they create customized portfolios, develops strategic policy and asset allocation recommendations, and performs portfolio analysis and risk measurement.

Prior to their current position, deVries worked at Threshold Group as the Director of Manager Research. In this role, they were responsible for managing and advising ultra-high net worth individuals and foundations in a multi-family office. Mark'sresponsibilities included leading an analyst team, sourcing and covering a broad range of investment strategies, and developing asset allocation strategies. Mark also directly analyzed private equity and domestic equity managers.

Before that, deVries worked at Ashbridge Investment Management as a Senior Research Analyst. In this role, they conducted manager searches and due diligence for an open-architecture platform. Mark worked with approximately 50 clients and $1 billion in assets, evaluating various investment strategies including long-only equity, fixed income, hedged equity, absolute return strategies, and private equity.

Early in their career, deVries worked at UBS Financial Services as a Financial Advisor. Mark co-managed a $160 million asset base for a diverse client base, ranging from individuals to multi-million dollar institutions. Mark provided advice, education, and recommendations to clients and conducted seminars and adult education classes to gather assets.

Overall, deVries has a strong background in managing client relationships, conducting research and due diligence, and developing strategic investment recommendations. Mark has expertise in various investment strategies and has worked with a diverse client base throughout their career.

Mark deVries, CFA, CAIA attended Bucknell University from 1997 to 2001, where they earned a Bachelor of Science in Business Administration and Management, with a focus on General Business.