• UBS

Mark W. Broughton

Senior Portfolio Manager | Financial Advisor

Mark W. Broughton, CFA, MBA, is a Senior Portfolio Manager and Financial Advisor at UBS, currently leading the Montage Financial Group. With extensive expertise in equity portfolio management and research, Mark has worked in prominent investment roles at firms such as Drexel Burnham Lambert, State Street Research, and BlackRock. Mark previously served as Chief Investment Officer and Portfolio Manager at First Republic Private Wealth Management, where they managed substantial assets for ultra-high net worth clients. Mark holds a BS in Business Administration with a focus on Finance, as well as an MBA from the University of Southern California's Marshall School of Business.

Location

Seattle, United States

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