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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Segall Bryant & Hamill | Senior Equity Analyst | May 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 Investments | Vice President and Analyst | Mar 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 Investments | Marketing Associate | Dec 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 Analyst | Jan 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 LP | Marketing Assistant | Mar 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 Investments | Investment Representative | Jan 1998 to Jan 1999 | — |
Education
University of Illinois Urbana-Champaign
BA, Economics
1994 — 1998
Skills & Expertise
Others at Segall Bryant & Hamill, LLC (27)
| Name | Role | Location |
|---|---|---|
A Al Bryant | portfolio manager | Chicago, IL , United States |
| Senior Portfolio Manager | New York, NY , United States | |
| Senior Equity Analyst | Chicago, IL , United States | |
C Chris Schweitzer | Senior Equity Research Analyst | Chicago, IL , United States |
| Principal, Senior Portfolio Manager | Denver, CO , United States | |
D David Reeder | Senior Equity Analyst | Chicago, IL , United States |
| Equity Analyst | Chicago, IL , United States | |
| Senior Equity Trader | Denver, CO , United States | |
G Gordon Gary | Head Equity Trader | Philadelphia, PA , United States |
G Gregory Shea | Senior Portfolio Manager | Denver, CO , United States |