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MT

Mark Truelsen

Senior Equity Analyst at Segall Bryant & Hamill, LLC

Denver, CO , United States

About

Mark Truelsen, CFA, is a Senior Equity Analyst at Segall Bryant & Hamill based in Denver, Colorado. In this role, he is responsible for in-depth equity research and investment analysis with a particular focus on the healthcare and consumer staples sectors. His coverage also includes holding companies and conglomerates, contributing to the firm's domestic equities strategies, including small-cap growth portfolios.

Mark brings over two decades of investment experience, having previously served as Vice President and Analyst at Denver Investments, where he held equity research and portfolio responsibilities for more than 14 years. He began his career as a Marketing Associate at Denver Investments, building a strong foundation in client relations and investment communication.

Mr. Truelsen holds a BA in Economics from the University of Illinois Urbana-Champaign and is a CFA charterholder. Recognized for his expertise in equity analysis across healthcare, consumer staples, and conglomerates, he is a valued member of Segall Bryant & Hamill's investment team, supporting both institutional and advisor clients with research-driven insights.

Career History

OrganizationRoleDate RangeDetails
Segall Bryant & HamillSenior Equity AnalystMay 2018 to Present
Segall Bryant & Hamill acquired Denver Investments on May 1, 2018 Responsible for covering the Healthcare and Consumer Staples sectors. o Past experience includes coverage of the Consumer Discretionar...
Denver InvestmentsVice President and AnalystMar 2004 to May 2018
Responsible for covering the Healthcare and Consumer Staples sectors. o Past experience includes coverage of the Consumer Discretionary and Industrials sectors. Exploit all available resources to cond...
Denver InvestmentsMarketing AssociateDec 2001 to Mar 2004
Prepared marketing materials and proposals for products marketed to institutional investors. Communicated with the consultant community. Compiled statistics on investment products for use in marketing...
RJ Falkner & Co.Junior Research AnalystJan 2000 to Jun 2001
Drafted research reports and press releases for client companies at this research-based investor relations firm. Coordinated editing and distribution of research reports and press releases. Interacted...
Skyline Asset Management LPMarketing AssistantMar 1999 to Dec 1999
Created marketing communications materials for shareholders and financial advisors. Planned events for Skyline Funds’ clients and prospects. Responded to information requests from various sources.
Scudder Kemper InvestmentsInvestment RepresentativeJan 1998 to Jan 1999

Education

University of Illinois Urbana-Champaign

BA, Economics

1994 1998

Skills & Expertise

Investment Strategies
Equity Research
Microsoft Word
Competitive Analysis
Alternative Investments
Biotechnology
Customer Service
Portfolio Management
Industry Analysis
Fundamental Analysis
Hedge Funds
Asset Allocation
Investments
Financial Modeling
Equities
Pharmaceutical Industry
Valuation
Investment Management
Chartered Financial Analyst
Equity Valuation
Microsoft Office

Others at Segall Bryant & Hamill, LLC (27)

NameRoleLocation
A
Al Bryant
portfolio managerChicago, IL , United States
Ashley Rissolo
Ashley Rissolo
Senior Portfolio ManagerNew York, NY , United States
Bill Barritt
Bill Barritt
Senior Equity AnalystChicago, IL , United States
C
Chris Schweitzer
Senior Equity Research AnalystChicago, IL , United States
Darren Hewitson
Darren Hewitson
Principal, Senior Portfolio ManagerDenver, CO , United States
D
David Reeder
Senior Equity AnalystChicago, IL , United States
Eric Hines
Eric Hines
Equity AnalystChicago, IL , United States
Georgene Pedrie
Georgene Pedrie
Senior Equity TraderDenver, CO , United States
G
Gordon Gary
Head Equity TraderPhiladelphia, PA , United States
G
Gregory Shea
Senior Portfolio ManagerDenver, CO , United States
Showing 1-10 of 27 team members