Mark DeMitry

Portfolio Manager-Fixed Income at

Rockefeller & Co. LLC

Finance

Consumer Services

Profile

Mr. Mark R.
DeMitry, CFA MBA, is a Portfolio Manager at Rockefeller Asset Management, a division of Rockefeller & Co. LLC.
He is also a Senior Vice President & Portfolio Manager for Rockefeller Asset Management’s High Yield Municipal Bond Solutions.
Mr. DeMitry brings over 26 years of investment experience.
Prior to joining Rockefeller, Mr. DeMitry served as Senior Portfolio Manager responsible for the Invesco Rochester Municipal Solutions.
Prior to Invesco, he was at OppenheimerFunds, Inc which was acquired by Invesco in 2019, and before that was at M&T Securities.
He received a B.S.
in Business from the Niagara University and a M.B.A. in Finance from the Rochester Institute of Technology and is a Chartered Financial Analyst charterholder.

Mark DeMitry active positions

Companies	Position	Start
Rockefeller & Co. LLC Rockefeller & Co. LLC Investment ManagersFinance RAM offers global, US, international, dedicated environmental, social, and governance (ESG), thematic/ climate solutions equity strategies across the capitalization range. The firm pairs their distinctive worldview and long-term investment horizon with thorough fundamental research, combining traditional and non-traditional analysis to help their clients achieve their investment objectives. RAM’s taxable and tax-exempt fixed income strategies generally employ a conservative approach to US fixed income markets and emphasize capital preservation and current income. Portfolios are constructed through combining top-down macroeconomic views and bottom-up fundamental analysis to inform their investment approach.	Portfolio Manager-Fixed Income	-
CFA Society Rochester	Corporate Officer/Principal	-

All active positions of Mark DeMitry

Former positions of Mark DeMitry

Companies	Position	End
OppenheimerFunds, Inc. OppenheimerFunds, Inc. Investment ManagersFinance OFI focuses on delivering long-term results through active management and seeing opportunities where others may not. The firm’s methods of security analysis may include economic analysis, fundamental analysis, technical analysis, quantitative analysis and top-down analysis. OFI’s investment strategies may also be guided by (a) the investment objectives, policies, strategies, and restrictions set forth in an advisory or sub-advisory agreement, (b) any offering document or other governing document applicable to a client for whom OFI provides advisory services, and (c) applicable legal and regulatory requirements. OFI offers investment strategies in the following broad asset classes: equities, fixed income, alternatives and multi-asset. Equities include main street equity, small and mid cap growth equity, value and income equity, emerging markets equity and global equity. Fixed income has investment grade debt, high yield corporate debt, global debt, Rochester municipals, multi-sector fixed income and cash strategies. Alternatives asset class includes alternative strategies, real estate, gold and special minerals and global infrastructure securities.	Portfolio Manager-Fixed Income	24/05/2019
Invesco Advisers, Inc. Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers provides a variety of services across a broad spectrum of investment strategies, sectors and asset classes. The firm utilizes several different methodologies, each predicated on a rigorous, bottom-up, value-oriented security selection process.	Portfolio Manager-Fixed Income	-
M&T Securities, Inc. M&T Securities, Inc. Investment Banks/BrokersFinance Provide brokerage services	Corporate Officer/Principal	-

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Linked companies

Private companies	7
OppenheimerFunds, Inc. OppenheimerFunds, Inc. Investment ManagersFinance OFI focuses on delivering long-term results through active management and seeing opportunities where others may not. The firm’s methods of security analysis may include economic analysis, fundamental analysis, technical analysis, quantitative analysis and top-down analysis. OFI’s investment strategies may also be guided by (a) the investment objectives, policies, strategies, and restrictions set forth in an advisory or sub-advisory agreement, (b) any offering document or other governing document applicable to a client for whom OFI provides advisory services, and (c) applicable legal and regulatory requirements. OFI offers investment strategies in the following broad asset classes: equities, fixed income, alternatives and multi-asset. Equities include main street equity, small and mid cap growth equity, value and income equity, emerging markets equity and global equity. Fixed income has investment grade debt, high yield corporate debt, global debt, Rochester municipals, multi-sector fixed income and cash strategies. Alternatives asset class includes alternative strategies, real estate, gold and special minerals and global infrastructure securities.	Finance
Invesco Advisers, Inc. Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers provides a variety of services across a broad spectrum of investment strategies, sectors and asset classes. The firm utilizes several different methodologies, each predicated on a rigorous, bottom-up, value-oriented security selection process.	Finance
M&T Securities, Inc. M&T Securities, Inc. Investment Banks/BrokersFinance Provide brokerage services	Finance
Niagara University Niagara University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Rochester Institute of Technology Rochester Institute of Technology Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Rockefeller & Co. LLC Rockefeller & Co. LLC Investment ManagersFinance RAM offers global, US, international, dedicated environmental, social, and governance (ESG), thematic/ climate solutions equity strategies across the capitalization range. The firm pairs their distinctive worldview and long-term investment horizon with thorough fundamental research, combining traditional and non-traditional analysis to help their clients achieve their investment objectives. RAM’s taxable and tax-exempt fixed income strategies generally employ a conservative approach to US fixed income markets and emphasize capital preservation and current income. Portfolios are constructed through combining top-down macroeconomic views and bottom-up fundamental analysis to inform their investment approach.	Finance
CFA Society Rochester