Mark Werner, CFA

About

Finance professional with 20+ years of experience in asset and wealth management across Portfolio Management, Research, Product Strategy, Client Service and Marketing. Entrepreneurial experience both building and managing investment businesses/processes, developing capital market assumptions and asset allocation strategies, managing portfolios for institutional and private clients, and conducting fundamental research across global capital markets.

Experience

• Senior Portfolio Manager at Mechanics Bank
  Mar 2026 - Present · 4 mos

• Portfolio Manager at Laffer Tengler Investments
  Mar 2025 - Dec 2025 · 10 mos

• Principal, Financial Advisor / Portfolio Manager at Defined Purpose Capital LLC
  May 2024 - Nov 2024 · 7 mos

• Vice President, Analyst - International/Emerging Markets Equities at Alger
  Dec 2018 - Jan 2024 · 5 yrs 2 mos

• Vice President at Merrill Lynch
  May 2017 - Dec 2018 · 1 yr 8 mos