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Mark Livesay

Portfolio Manager at Capital Management Corp. /va

Glen Allen, VA , United States

About

Mark W. Livesay, CFA, serves as Vice President and Portfolio Manager at Capital Management Corporation (CMC) in Glen Allen, Virginia, where he is a key member of both the Investment and Risk Management Committees. As portfolio manager, he is responsible for developing and implementing equity and fixed income investment ideas, managing client portfolios on a fully discretionary basis, and contributing to the firm's research-driven approach to asset allocation.

Livesay's investment expertise spans common and preferred equities, real estate investment trusts (REITs), fixed income securities, exchange-traded funds (ETFs), and mutual funds, with a particular emphasis on US-listed public companies across various sectors, including media, technology, financials, and consumer industries—as indicated by CMC's holdings and filings.

Prior to joining CMC in 2010, Livesay held research analyst roles at Ellwood & Associates, Dreyfus Corporation, U.S. Trust Company, and Stifel Nicolaus & Company, developing broad sectoral expertise. He earned a BA in Economics from the University of Virginia in 1999 and was awarded the Chartered Financial Analyst (CFA) designation in 2007, reflecting his depth of knowledge in securities analysis and portfolio management.

Career History

OrganizationRoleDate RangeDetails
The Capital Management CorporationPortfolio ManagerMar 2010 to Present

Education

University of Virginia

Bachelor's degree, Economics

1995 1999

Others at Capital Management Corp. /va (1)

NameRoleLocation
Tim Call
Tim Call
President and Chief Investment OfficerGlen Allen, VA , United States