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Mark Zagata, CFA

Portfolio Manager

Mark is a Portfolio Manager for the Large Cap Core, Large Cap Value, and Mid Cap strategies. He serves as Associate Director of Research and provides primary research and analysis in the financials and real estate sectors. He is a member of the Investment and ESG Research & Engagement Committees.

Mark began his career in 2007 while working for State Street Corporation. He joined the firm in 2008 as an Assistant Trader. He earned a BA from Union College and an MBA from Boston College. He holds the Chartered Financial Analyst® designation and Fundamentals of Sustainability Accounting (FSA) Credential and is a member of the CFA Society Boston and the CFA Institute.