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Wrong Mark Lebovitz?

Mark A. Lebovitz

Financial Consultant

LPL Financial Services

HQ Phone: (617) 897-4574

Email: m***@***.com

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LPL Financial Services

75 State Street 24Th Floor

Boston, Massachusetts 02109

United States

Company Description

LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the financial advice market and serves $485 billion in retail assets. The Company provides proprietary technology, comprehensive clearing and compliance ... more

Find other employees at this company (13,722)

Background Information

Employment History

Senior Portfolio Manager

Victory Capital Management Inc


CFA Institute


Material and Logistics Management

Michigan State University


Material and Logistics Management


material and logistics management

Michigan State University


Oakland University

Web References (19 Total References)

Munder Capital Management [cached]

Mark A. Lebovitz, CFA Senior Portfolio Manager

Munder Capital [cached]

Mark A. Lebovitz, CFA

Portfolio Manager and Equity Analyst

Home [cached]

Mark Lebovitz, CFA

Advisors [cached]

Mark Lebovitz, CFA

Mark Lebovitz, CFA
Financial Consultant
248-626-2000 ext 214 Send an Email

Mark Lebovitz, ... [cached]

Mark Lebovitz, CFA

Mark Lebovitz, CFA
Financial Consultant
248-626-2000 ext 214
Mark graduated with honors from Michigan State University with a B.A. in material and logistics management and earned an M.B.A. from Oakland University. In 2005, Mark earned the right to use the Chartered Financial Analyst designation. The CFA designation is globally recognized and attests to a charterholder's success in a rigorous and comprehensive study program in the field of investment management and research analysis. Mark is a member of the CFA Institute and the CFA Society of Detroit.
Mark has been in the financial services industry since 1999 when he joined Munder Capital Management as an analyst. He developed into a senior portfolio manager with a large cap growth and multi cap growth style investment team. He has experience managing or working on several types of investment products including mutual funds, institutional accounts, a closed ended fund, a venture fund and a hedge fund. He has researched and invested in stocks, ETFs, private equity funds, IPOs, venture funds and more and has met with hundreds of public company management teams and Wall Street research analysts.
Mark has been interviewed and quoted by several publications including The Wall Street Journal, Fortune Magazine, Reuters, Bloomberg News, MSN Money, Investor's Business Daily, Smart Money Magazine, Business Week Online and The
Mark's focus as a financial consultant is to create comprehensive financial plans specifically designed for each client. Every client has unique circumstances and goals that just don't fit into a cookie cutter approach. Mark will listen to your financial need and goals and work with you to address them.
Mark lives in Novi, Michigan with his wife and daughter. He enjoys spending time with his family, golfing and watching or playing almost any sport.

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