Mark Breheny, an Associate in the Valuation group, has 14 years of Investment Banking experience holding brokerage, analytical and portfolio management positions. He worked for Merrill Lynch from 1991 until 1993 where he worked in their Private Client Group.
Subsequently he worked for Fidelity Investments. During his seven years with the firm he worked in several areas culminating as a member of their high net worth group where he helped manage clients whose portfolios totaled approximately $7 billion. After 2000, Mr. Breheny worked as an analyst and portfolio manager in the Wealth Management industry.
Prior to working with Generational Equity, Mr. Breheny work with an investment banking firm working with CEO’s of corporations, both public and private. They provided market research, sales analysis, strategic planning, financial planning and manufacturing efficiencies. Assisted in the preparation of three to five years of financial projections including P&L and Cash Flow, created business plans and private placement memorandums.
Mr. Breheny received his bachelor’s degree in Finance from the University of Texas at San Antonio in 1991. He received his MBA in Finance, graduating with honors, from Our Lady of The Lake University in 1999.