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Mark Zagata, CFA

Senior Investment Analyst

Mark is a Senior Investment Analyst for the firm’s equity strategies and provides primary research and analysis in the financials and real estate sectors. He is a member of the Investment Committee and serves as a Portfolio Manager on the Large Cap Value strategy.

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.