As a dedicated investment professional and business leader, Mark has proven experience across all major investment categories, index and quantitative products and fixed income.
Prior to joining Financial Compass Group, LLC, Mark served as Chief Investment Officer for a wealth management firm. As Chief Investment Officer, Mark put in place an institutional quality investment offering for the firm’s client base.
Mark has lead managed highly successful mutual funds including Pioneer Growth Shares, The Hartford Small Company Fund, and The Hartford Mid Cap Fund. In addition, Mark also managed a portion of The Hartford Capital Appreciation Fund, Hartford’s most successful mutual fund. Mark achieved the role of Executive Vice President and Head of Equities for The Hartford. In that role, Mark oversaw all active equity and index products.
Prior to joining The Hartford, Mark managed several hedge fund strategies most notably as a Managing Director for Moore Global, one of the largest global macro hedge funds.
Throughout his over 20 years in the investment management business, Mark has been an effective public speaker, coach and team builder with strengths in asset allocation and stock specific selection. Mark’s investment views have been expressed in numerous media outlets including appearances on CNBC and Bloomberg television.
Mark earned a Bachelor of Science degree at Boston College where he was Captain of the Division 1 lacrosse team and has a Master of Business Administration from The Wharton School of Business.
Mark S. Waterhouse is a registered representative who offer securities offered through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC, and an agent who offers annuity and insurance products through Equitable Network, LLC (AXA Network Insurance Agency of California, LLC in CA, Equitable Network Insurance Agency of Utah, LLC in UT, Equitable Network of Puerto Rico, Inc. in PR). Investment advisory products and services offered through Equitable Advisors, an investment advisor registered with the SEC. Financial Compass Group, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. AGE 133940 (3/18) (exp 3/20)
Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.