Summary
Overview
Work History
Education
Skills
Accomplishments
References
Timeline
Generic
Mark A. Zikeli, CFA, M²SD

Mark A. Zikeli, CFA, M²SD

West Palm Beach,FL

Summary

I am a highly motivated and passionate investment professional with nearly 15 years of experience. I have analyzed U.S. and global financial markets, as well as individual securities, using both top-down and bottom-up approaches. I am confident that I will be a value-added team member given my experience writing and communicating institutional-quality research in both macro and micro.

Overview

13
13
years of professional experience

Work History

Portfolio Strategist

The Macro Institute
Remote
01.2023 - Current
  • Research lead on U.S. equity strategy at TMI
  • Responsibilities: Research, Writing, Client Interaction
  • Emphasis: monetary and fiscal policy, business cycle analysis, sector strategy and empirical stock selection
  • Instructor for the Macro Specialist Designation Program (M²SD)
  • Co-managed the development of Levels 2 and 3 of the M²SD Program
  • Co-presenter on conference call, executive education seminars, and ad-hoc online events
  • Spearheading weekly 'Macro Monday' report

Director of Investments

Benchmark Financial
Boca Raton, USA
02.2021 - 01.2023
  • Leading the investment strategy & portfolio management operations for HNW individuals, Trusts, and 401k plans
  • Developed the Benchmark Financial High-Quality Dividend Strategy
  • Deepening existing client relationships and cultivating new business
  • Writing monthly and quarterly market updates on the topic of economics, policy, performance, risks, and macro outlook

Equity Research Analyst

Nicholas Funds
Milwaukee, USA
09.2016 - 09.2020
  • Supporting portfolio managers on four distinct long-only equity mutual funds (Growth & Value)
  • Sector/Industry Specialty: Industrials, Aerospace, Defense, Building Products, Housing, Materials, Commercial Services
  • Conducting macro, industry, and company-specific research
  • Analyzing competitive advantages, moats, risks, and quantifying income statement drivers.
  • Utilizing relative, asset-based, SOTP, and DCF valuation methodologies

Senior Associate Analyst

Longbow Research
Cleveland, USA
03.2013 - 09.2016
  • Supporting Sr. Analyst Garik Shmois (#1 StarMine Ranked)
  • Covered Stocks: AMWD, AWI, BECN, CBPX, CRH, CX, EXP, FBHS, MAS, MLM, OC, POOL, SSD, USG, VMC, WTS
  • Building, maintaining, and forecasting financial statements
  • Uncovering stock catalysts by developing relationships with high-level industry and channel contacts
  • Writing industry and stock specific surveys, initiations, earnings recaps
  • Participating in conference calls, daily sales calls, attending analyst days, conferences, plant tours, and NDR's
  • Speaking on incoming/outgoing calls to/from buy-side clients and the internal sales force

Associate Analyst

NUKU Asset Management
Seattle, USA
03.2012 - 03.2013
  • Large Cap Value Generalist
  • Assisted in the development of a startup web-based investment management service (robo-advisor)
  • Researched publicly traded equities in various sectors and industries
  • Built and maintained models for ~50 companies

Education

Bachelors of Business Administration - Applied Investment Management, Finance, Economics

University of Wisconsin
Milwaukee
05.2012

Skills

  • Organization
  • Project Management
  • Public Speaking
  • Leadership
  • Bloomberg
  • Factset

Accomplishments

  • Chartered Financial Analyst (CFA)
  • CFA Society of South Florida
  • Macro Specialist Designation (M²SD)
  • First Tee of Cleveland (Coach)
  • First Tee of Milwaukee (100 Holes In One Day)

References

References available upon request.

Timeline

Portfolio Strategist

The Macro Institute
01.2023 - Current

Director of Investments

Benchmark Financial
02.2021 - 01.2023

Equity Research Analyst

Nicholas Funds
09.2016 - 09.2020

Senior Associate Analyst

Longbow Research
03.2013 - 09.2016

Associate Analyst

NUKU Asset Management
03.2012 - 03.2013

Bachelors of Business Administration - Applied Investment Management, Finance, Economics

University of Wisconsin

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Mark A. Zikeli, CFA, M²SD