Mark P. Fredenburg

Principal, Senior Vice President and Portfolio Manager

Headshot of Mark Fredenburg
  • MA, International Economics, University of San Francisco
  • BS, Business Administration, University of San Francisco
  • Chartered Financial Analyst

For over 25 years, Mark Fredenburg has successfully managed investment portfolios for high-net worth individuals, trusts, foundations and non-profits.

Mark’s investment perspective draws on over 18 years of experience working for Bank of America Private Bank and Wells Fargo Private Bank on some of their largest and most complex family relationships. He also served as an equity analyst for both domestic and international stock portfolios while at Wells Fargo.  Mark’s career began at the Federal Reserve Bank in San Francisco and he also spent four years at a major international bank.

A strong proponent of financial education, Mark was an Adjunct Professor of Finance for 15 years at the University of San Francisco where he earned his master’s degree in International Economics. He has served on the board of directors of the Bay Area Financial Education Foundation and is active in the San Francisco Chartered Financial Analyst Society.

Mark enjoys reading, cooking and traveling. He and his wife live in San Francisco.