Mark
Cunningham
Epogee Capital Management, LLC
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About this Advisor
Mark Cunningham is a financial advisor based in Middleton, Massachusetts, working with Epogee Capital Management, LLC. Mark has previously held positions at Bates College, Alps Alternative Investment Services, Balter Capital Management LLC, Invenomic Capital Management, Method Advisors, Port One Investments, Port One Investments LLC, Epogee Capital Management, and Epogee Capital Management, LLC. Mark has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Mark is part of Epogee Capital Management, LLC, which is located in Middleton, Massachusetts. The firm has 2 employees and manages assets totaling $68.0 million. The firm serves charitable organizations and high-net-worth individuals, offering portfolio management for individuals and small businesses. The fee structure at Epogee Capital Management, LLC is asset-based.
Certifications and Registrations
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Epogee Capital Management, LLC Brokerage Details
$68,008,278
2
4
$17,002,070
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Mark Cunningham Work History
Port One Investments LLC
Epogee Capital Management
Epogee Capital Management, LLC
Port One Investments
Method Advisors
Invenomic Capital Management
Balter Capital Management LLC
Alps Alternative Investment Services
Bates College
Disclosures
Please visit the SEC profile of Mark Cunningham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Epogee Capital Management, LLC
Middleton, MA
Middleton, MA
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