John G. Ullman & Associates, Inc.
Mark Abdalla, CFA, is a seasoned securities research analyst with extensive experience in investment analysis and recommendations. Currently employed at John G. Ullman & Associates, Inc. since February 2018, Mark is responsible for analyzing securities and presenting insights to the investment committee for a firm managing approximately $1 billion in assets. Prior experience includes founding Investing Upside LLC, where topical financial issues were addressed through a blog, and working as a research analyst at Strategic Financial Services, Inc., focusing on energy and materials investments for $900 million in assets. Mark has held various roles in investment research, including with Manning & Napier and BNP Paribas, and has a strong academic background with an MBA from Cornell University and degrees in economics from Boston University and Carnegie Mellon University.
John G. Ullman & Associates, Inc.
Who We Are: JGUA is a Comprehensive Wealth Management firm that takes pride in bringing human connection, attention to detail, and trust to virtually every aspect of financial planning. What We Do: JGUA works proactively with clients to develop financial plans that are structured to meet their goals, whether those goals are in the short-term, long-term, or with the next generation in mind. How We Do It: JGUA Advisors work collaboratively across all service areas to provide clients with the highest levels of comprehensive guidance, in a highly personalized way. Our process starts with you. You’ll be paired with an Advisor who works diligently and with the utmost integrity to understand your unique goals, time horizon, current financial picture, and risk tolerance. The resulting plan reflects decades of our experience, and serves as a road map to help you make the right decisions about your financial future. From there, our investment management team leverages our research, trading, and portfolio management groups to provide both highly experienced and newer investors with personalized, active portfolio management based on real-world experience, analytics, and insights, not just automated algorithms. Backed by our team of financial planners, CPAs and other tax professionals, legal professionals, and support staff, we are uniquely qualified and equally passionate about helping clients and their families achieve their financial goals.