Mark Stys
Chief Investment Officer/Chief Compliance Officer for Bluemont Capital Advisers
Mark started his financial services career at Fidelity Investments in 1993 as a bond trader with Fidelity Capital Markets where he spent 5 years trading US government debt and mortgage backed securities. He later became head of Fixed Income and International Strategy where he worked with numerous Fidelity companies, US, and foreign investment firms in coordinating brokerage and investment strategies as well as Fidelity’s offerings to its customers. Mark also held other senior positions within Fidelity including VP-Investment
Manager Product Development for the Investment Advisor Group. Other experience includes work as a partner with an alternative investment firm where he assisted numerous start-up and early-stage public companies engage private placements with institutional and accredited investor clients.
As Chief Investment Advisor, Mark oversees the portfolio strategy, asset allocation and the trading of securities for client portfolios. He is a past member of the NASD Fixed Income Pricing Committee, a speaker for the NASD Town Hall meetings and often serves as a panel member for various investment and trading seminars.
Mark is a graduate of the United States Naval Academy and holds a Masters Degree from Webster University. He is a former Marine Corps helicopter pilot and currently advises the United States Marine Corps’ Strategic Initiatives Group on the implications of rapidly changing economic conditions and their effect on threats in various areas of operation.
Mark is very active in coaching his three sons youth teams.
Mark started his financial services career at Fidelity Investments in 1993 as a bond trader with Fidelity Capital Markets where he spent 5 years trading US government debt and mortgage backed securities. He later became head of Fixed Income and International Strategy where he worked with numerous Fidelity companies, US, and foreign investment firms in coordinating brokerage and investment strategies as well as Fidelity’s offerings to its customers. Mark also held other senior positions within Fidelity including VP-Investment
Manager Product Development for the Investment Advisor Group. Other experience includes work as a partner with an alternative investment firm where he assisted numerous start-up and early-stage public companies engage private placements with institutional and accredited investor clients.
As Chief Investment Advisor, Mark oversees the portfolio strategy, asset allocation and the trading of securities for client portfolios. He is a past member of the NASD Fixed Income Pricing Committee, a speaker for the NASD Town Hall meetings and often serves as a panel member for various investment and trading seminars.
Mark is a graduate of the United States Naval Academy and holds a Masters Degree from Webster University. He is a former Marine Corps helicopter pilot and currently advises the United States Marine Corps’ Strategic Initiatives Group on the implications of rapidly changing economic conditions and their effect on threats in various areas of operation.
Mark is very active in coaching his three sons youth teams.
Category: Finance, Accounting, and Taxes, Financial Planning
Web Sites:
www.bluemontcapital.net
www.bluemontcapital.net
Interviews with Mark Stys»See all
Are we still in a bear market? How does a small business owner make the decision to invest outside of the business? Mark Stys joins Jim Blasingame to explain the "Modern Portfolio Theory," and other investment strategies.