Mark Hebeka, CFA

Mark Hebeka, CFA has extensive experience in the financial industry. Mark is currently serving as the Managing Director and Senior Product Specialist at O'Shaughnessy Asset Management, where they focus on servicing and growing their custom/direct indexing solution, Canvas, as well as expanding their existing SMA offerings. Prior to this, Mark worked at Franklin Templeton Investments as a Vice President, where they were a member of the Strategic Relationship Team responsible for broker dealers and private banks. Mark maintained and grew research-driven product placements and assets under management by motivating partner firm due diligence and portfolio management contacts. Before that, Mark held the position of Vice President at American Century Investments, where they covered research and portfolio management teams at various firms and proactively developed and presented investment opportunities specific to each partner firm. Mark also served as the Director and Head of the Portfolio Strategies Desk at Merrill Lynch, where they created and marketed investment strategies across different asset classes and managed teams in areas of field coverage and content development. Mark started their career at Standard & Poor's, Inc as an Industry Analyst, conducting research on diversified financials. Mark also worked at Prudential Equity Group, Inc as the Director of Performance Analysis, overseeing various activities related to account analysis and assisting in legal proceedings.

Mark Hebeka, CFA completed their Bachelor of Arts (B.A.) degree in Accounting from Muhlenberg College, where they studied from 1992 to 1997. In addition to their undergraduate education, they also obtained a Certificate in ESG Investing from the CFA Institute in October 2022. Furthermore, Mark is a Chartered Financial Analyst, also obtained from the CFA Institute, although the specific month and year of completion are not provided.