You're signed outSign in or to get full access.
Mark Barczuk
Senior Vice President- Investments at Benjamin Edwards Inc.
About
Mark Barczuk is Senior Vice President – Investments at Benjamin F. Edwards & Co., based in Greenwood Village, Colorado. In this role, he specializes in tailored wealth management solutions for individuals and families, focusing on portfolio construction, asset allocation, retirement planning, trust and estate strategies, and insurance solutions. His advisory work spans multiple asset classes, with a client-driven approach that emphasizes personalized financial strategies according to each investor’s unique goals and objectives.
Prior to joining Benjamin F. Edwards & Co. in 2014, Mark spent 17 years at Wells Fargo as Vice President – Investment Officer, where he honed his skills in investment management and financial planning for a diverse clientele. Earlier in his career, he served as Executive Director at Swedish Medical Center Foundation, gaining valuable experience in non-profit financial stewardship and organizational leadership.
Mark holds an MBA in Finance and Marketing from the University of Denver, Daniels College of Business, in addition to a bachelor’s degree from Michigan State University. With nearly three decades of financial services experience, his notable achievements center on building long-term client relationships and helping investors achieve their financial ambitions through prudent, goal-oriented investment strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Benjamin F. Edwards & Co. | Senior Vice President- Investments | Jan 2014 to Present | — |
| Wells Fargo | Vice President - Investment Officer | Jan 1997 to Jan 2014 | — |
| Swedish Medical Center Foundation | Executive Director | Jan 1989 to Jan 1996 | — |
| University of Denver | Director of Capital Projects | Jan 1981 to Jan 1989 | — |
Education
University of Denver - Daniels College of Business
MBA, Finance/Marketing
1985 — 1988
Michigan State University
B.A., Mathematics Teacher Education
1970 — 1975
Detroit Catholic Central
College Preparatory
Others at Benjamin Edwards Inc. (47)
| Name | Role | Location |
|---|---|---|
| Branch Manager, Senior Vice President - Investments | Chandler, AZ , United States | |
A Allen Catalanotto | Senior Vice President-Investments and Branch Manager | Mandeville, LA , United States |
| Senior Vice President- Investments | Middletown, RI , United States | |
A A Paul Olsen | Senior Vice President - Investments, Branch Manager | Madison, WI , United States |
| Chief Investment Officer | St. Louis, MO , United States | |
| Vice President - Investments | Belleville, IL , United States | |
| Senior Vice President – Investments and Branch Manager | Biloxi, MS , United States | |
| Senior Vice President - Investments, Branch Manager | Harrison, AR , United States | |
| Vice President - Investments | Peoria, IL , United States | |
D Dave Brumme | Vice President Investments and Financial Consultant | Springfield, IL , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Portfolio Manager | Kennedy Capital Management LLC | St. Louis, MO , United States | |
| Research Analyst | Kennedy Capital Management LLC | St. Louis, MO , United States | |
C Chris Jersan | Portfolio Manager | Wedgewood Partners Inc. | St. Louis, MO , United States |
M Michael Quigley | Senior Portfolio Manager | Wedgewood Partners Inc. | St. Louis, MO , United States |