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
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| The Capital Management Corporation | Portfolio Manager | Mar 2010 to Present | — | 
Education
University of Virginia
Bachelor's degree, Economics
1995 — 1999
Others at Capital Management Corp. /va (1)
| Name | Role | Location | 
|---|---|---|
| President and Chief Investment Officer | Glen Allen, VA , United States |