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Mark Abdalla

Mark Abdalla

Securities Research Analyst at John G Ullman & Associates Inc.

NY , United States

About

Mark Abdalla, CFA®, MBA, is a Securities Research Analyst at John G. Ullman & Associates, Inc., where he is responsible for in-depth securities analysis and delivering investment recommendations to the firm's investment committee. His analyses contribute directly to managing the firm’s approximately $1 billion in client assets, and he plays a key role in interpreting market trends and providing sector-specific research.

Mark’s investment focus spans multiple asset classes, with particular expertise in equities and a strong track record covering sectors such as energy, materials, and technology, as highlighted during both his time at John G. Ullman & Associates and previous roles at Strategic Financial Services. He regularly authors market commentaries and provides quarterly outlooks, demonstrating thought leadership on economic developments, sector performances, and risks facing investors.

His career in investment research includes founding Investing Upside LLC and research positions at Strategic Financial Services, Manning & Napier, and BNP Paribas, building broad expertise in portfolio and market analysis. Mark holds an MBA from Cornell University, an MA in Economics from Boston University, and a BS in Economics from Carnegie Mellon University—credentials that underpin his rigorous and insightful research in the investment industry.

Career History

OrganizationRoleDate RangeDetails
John G. Ullman & Associates, Inc.Securities Research AnalystFeb 2018 to Present
• Provide investment recommendations to firm with approximately $1 billion in assets under management from separately managed accounts • Analyze securities through fundamental, bottom-up research and ...
Investing Upside LLCFounderDec 2017 to Feb 2018
Wrote about topical issues on blog website: https://investingupside.com/
Strategic Financial Services, Inc.Research AnalystFeb 2016 to Nov 2017
• Responsible for energy, industrial and material equity investments of separately managed accounts with total SEC reportable AUM of $900 million • Wrote weekly commentary note on the impact of leadin...
Manning & NapierResearch AssociateOct 2014 to Dec 2015
• Generated equity investment ideas through bottom up fundamental research using internal strategies for fund with approximately $38.5 billion in assets under management • Wrote investment recommendat...
Miller Howard InvestmentsResearch Analyst (internship)Jun 2014 to Aug 2014
• Researched Master Limited Partnerships (MLPs) and income oriented equities through both fundamental research and statistical analysis for fund with approximately $7.2 billion in aum • Studied correl...
CIBC World MarketsSummer AssociateJan 2013 to Jan 2013
• Spent five weeks on Debt Syndicate desk and five weeks on equity Sales & Trading desk • Created tear sheets for Debt Analysts to monitor liquidity ratios of underlying companies • Presented hedging ...
BNP ParibasFixed Income AnalystJan 2007 to Jan 2012
• Worked on the Fixed Income trading floor providing valuation analysis for the Credit Repo, Treasury and Agency desks • Created key spreadsheets to analyze risk, hedging strategies and Profit & Loss ...
Credit SuisseAnalystJan 2006 to Jan 2006
Brown Brothers HarrimanAnalystJan 2005 to Jan 2006
HLV CapitalEquity TraderJan 2005 to Jan 2005
United Nations Joint Staff Pension FundResearchJan 2002 to Jan 2002

Education

Cornell University - Johnson Graduate School of Management

Master of Business Administration (MBA)

2012 2014

Boston University

MA, Economics

2006 2007

Carnegie Mellon University

BS, Economics

2000 2004

United Nations International School

1997 2000

The University of Edinburgh

Study Abroad Program

Others at John G Ullman & Associates Inc. (6)

NameRoleLocation
Brett Winnfeld
Brett Winnfeld
Security AnalystOntario, NY , United States
L
Lily Quattrini
Trading Department, Asst. ManagerNY , United States
William Armstrong
William Armstrong
Senior Securities AnalystAlbany, NY , United States
Amber Gee
Amber Gee
Senior AssociateCorning, NY , United States
Dan Obrist
Dan Obrist
Equity Research AnalystUnited States
Derek Doyle
Derek Doyle
AssociateRhinebeck, NY , United States

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