About
Mario Tufano, CFA®, CFP®, serves as a Partner and Portfolio Manager at CSM Advisors, LLC in Malvern, PA. In this role, he oversees portfolio construction and investment management for a diverse roster of institutional clients, including pension funds, public entities, endowments, and foundations. His responsibilities include managing discretionary and non-discretionary investment strategies aligned with client objectives and risk profiles, with CSM Advisors currently managing over $11 billion in assets.
His investment expertise centers on managing institutional portfolios, with a strong focus on equities and multi-asset strategies for public and corporate pension plans, charitable organizations, and government entities. Previously, Mario was Partner and Portfolio Manager at Foundry Partners, LLC, and Portfolio Manager at Dreman Value Management, LLC, demonstrating a consistent track record in value and fundamental-driven equity management across varying market cycles.
Mario holds a B.S. in Finance from Penn State University, alongside the CFA and CFP certifications, underscoring his depth of technical knowledge and client-centric approach. He is known for his disciplined investment process and commitment to fiduciary standards, frequently contributing to best practices in institutional portfolio management and participating as a speaker on pension and fiduciary topics.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| CS McKee | Partner, Portfolio Manager | Apr 2025 to Present | Continuing in my role following the merger of Foundry Partners into CS McKee. I remain focused on managing our Small Cap Value and SMID Cap Core strategy, applying a behavioral investment philosophy t... |
| Foundry Partners, LLC | Partner, Portfolio Manager | Jun 2016 to Apr 2025 | •Foundry Partners merged into CS McKee in April 2025 •Co-Manage a Small Cap Value product with firm assets under advisory of $2 billion •Foundry Small Cap Value Fund has a 4 star rating and Gold Star ... |
| Dreman Value Management, LLC | Portfolio Manager | Apr 2007 to Jun 2016 | •Responsible for the research and decision of new investment ideas as well as the current portfolio holdings for the firm's value strategies •Awarded PSN Top Guns Manager of the Decade in 2014 for our... |
| UBS | Equity Research Analyst, Associate Director | May 2004 to Apr 2007 | •Published macro and company specific reports on stocks within the Consumer Discretionary Sector •Team ranked first by Institutional Investor in the 2005/2006 All-America Research Ranking survey •Exte... |
| UBS | Private Client Associate, Rotational Program | Jul 2002 to May 2004 | •Attained Series 7 & 63 •Equity Strategy - Produced industry reports on the US equity markets and spotlighted current themes •Fixed Income Research - Published reports that forecasted the outlook of t... |
Education
Penn State University
B.S., Finance
1998 — 2002
Others at CSM Advisors, LLC (9)
| Name | Role | Location |
|---|---|---|
 | Investment Manager - Internal Portfolios | Sewickley, PA , United States |
 | Chief Investment Officer | Sewickley, PA , United States |
 | Portfolio Manager | Atlanta, GA , United States |
S Scot Heggen | Head Equity Trader | Lakeville, MN , United States |
S Shawna Aufman | Senior Equity Portfolio Manager | Pittsburgh, PA , United States |
 | Vice President, Portfolio Manager | Pittsburgh, PA , United States |
C Craig N | Senior Portfolio Manager | Cleveland, OH , United States |
 | Portfolio Manager, Value Strategies | Cleveland, OH , United States |
M Michael B | Partner, Portfolio Manager | Medina, OH , United States |