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Mark Zagata, CFA

Portfolio Manager

Mark is a Portfolio Manager for the Mid Cap and Large Cap Value equity strategies. He is a member of the Investment Committee and provides primary research and analysis in the financials and real estate sectors. He is also a member of the ESG Research & Engagement Committee.

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.