Mark Coons

Established and managed all investments for a new single family office from 2017.

• Complete oversite of asset class allocations. Including real estate, fixed income, equity, private equity and private credit.
• Managed equity and fixed income in house, with separate fund allocations for sector specific exposure.
• Sourced and funded real estate investments in collaboration with partners and independently.
• Allocated capital to both private equity funds and direct company investments.
• Regularly communicated with client regarding investments and their contribution on portfolio risk and diversification.

• Managed personal portfolio
• Consistently achieved annual returns in excess of 40-50%.

• Founding Partner, Head Trader, Portfolio Manager
• Viewpoint Investment Partners managed long-only and hedged-equity accounts for institutional clients, foundations and individuals
• Viewpoint focused on fundamental analysis and growth style equity investing
• Assets under management averaged $175 million
• Developed option strategies for overall portfolio hedging and individual position risk management.
• Primary responsibility included all trading for both hedged and long-only accounts
• Retirement of CIO in June 2008.
• Extensive experience with portfolio allocation software and trading execution software.

• Assistant Equity Trader & Assistant Portfolio Manager
• Assisted with trade execution and provided fundamental research support to the investment team.
• Wall Street Associates managed $1.5 billion for institutional investors including hedged, and long only.

• Institutional Equity Sales
• Institutional sales covering major New York accounts including Dreyfus, Chase, UBS, US Trust, J&W Seligman, and Galleon.

• Institutional Equity Sales
• Institutional sales covering the West Coast including Invesco, Denver Investment Advisors, Nicholas Applegate and Wall Street Associates
• Series 7 and 63 licenses.