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About
Mark Windfelder serves as a Portfolio Analyst at ClearBridge Investments, based in Philadelphia, PA. In this capacity, he plays a key role in supporting the Global Growth Equity investment team, focusing on portfolio analysis, implementation, and research. His responsibilities center on equity investments, with a particular emphasis on global growth strategies and detailed analytical work to support the firm’s investment decision-making processes.
Mark brings over 15 years of experience in finance, including prior roles as a Global Equity Trader at both Global Currents Investment Management and Brandywine Global Investment Management. His background equips him with deep expertise in global equity markets and the operational execution of investment strategies, adding valuable insights to portfolio construction and risk management at ClearBridge.
He holds an MBA with a concentration in finance from Drexel University and a Bachelor of Science in Accounting from the University of Delaware. Mark’s analytical rigor, global equity market knowledge, and experience in both trading and portfolio analysis distinguish him as a trusted expert in global equities within the investment industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| ClearBridge Investments | Portfolio Analyst | Apr 2011 to Present | — |
| Global Currents Investment Management | Global Equity Trader | Jul 2008 to Mar 2011 | — |
| Brandywine Global Investment Management | Global Equity Trader | Feb 2008 to Jul 2008 | — |
| DuPont Capital Management | Junior Trader and Trade Analyst | Jan 2006 to Jan 2008 | — |
| DuPont Capital Management | Performance Analyst | Jan 2004 to Jan 2006 | — |
| DuPont Capital Management | Accounting Trade Analyst and Cash Analyst | Jan 2002 to Jan 2004 | — |
| PFPC Inc | Accounting Supervisor | Jan 1999 to Jan 2002 | — |
Education
Drexel University
Master, Business Administration; finance
2005 — 2008
University of Delaware
Bachelor of Science, Accounting
1995 — 1999
Skills & Expertise
Others at Clearbridge Investments, LLC (36)
| Name | Role | Location |
|---|---|---|
A Albert Grosman | Portfolio Manager | United States |
 | Portfolio Manager | New York, NY , United States |
 | Portfolio Manager | New York, NY , United States |
B Brian Angerame | Portfolio Manager | New York, NY , United States |
 | Trader | New York, NY , United States |
 | Analyst and Portfolio Manager | Baltimore, MD , United States |
 | Equity Analyst, Global Growth | New York, NY , United States |
D Donald Li | Security Analyst, VP | Baltimore, MD , United States |
E Elisa Aylward | Senior Trader | Watchung, NJ , United States |
E Erica Furfaro | Portfolio Manager | New York, NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Senior Research Analyst | First Eagle Investment Management, LLC | New York, NY , United States |
B Benjamin Bahr | Portfolio Manager and Senior Analyst | First Eagle Investment Management, LLC | New York, NY , United States |
