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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| John G. Ullman & Associates, Inc. | Securities Research Analyst | Feb 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 LLC | Founder | Dec 2017 to Feb 2018 | Wrote about topical issues on blog website: https://investingupside.com/ |
| Strategic Financial Services, Inc. | Research Analyst | Feb 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 & Napier | Research Associate | Oct 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 Investments | Research 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 Markets | Summer Associate | Jan 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 Paribas | Fixed Income Analyst | Jan 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 Suisse | Analyst | Jan 2006 to Jan 2006 | — |
| Brown Brothers Harriman | Analyst | Jan 2005 to Jan 2006 | — |
| HLV Capital | Equity Trader | Jan 2005 to Jan 2005 | — |
| United Nations Joint Staff Pension Fund | Research | Jan 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)
| Name | Role | Location |
|---|---|---|
| Security Analyst | Ontario, NY , United States | |
L Lily Quattrini | Trading Department, Asst. Manager | NY , United States |
| Senior Securities Analyst | Albany, NY , United States | |
| Senior Associate | Corning, NY , United States | |
| Equity Research Analyst | United States | |
| Associate | Rhinebeck, NY , United States |
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