Mark deVries, CFA, CAIA

Director of Manager Research

I’m proud to be part of such a collaborative team, taking a concept from the idea stage all the way through implementation.

Mark serves as the Director of Manager Research for Threshold Group. Based in the Philadelphia office, Mark is responsible for overseeing Threshold Group's research analysis team, which evaluates and selects managers that will serve Threshold Group clients. He also leads the effort on domestic equity mandates, including manager research and ongoing due diligence. Additional responsibilities include quantitative and qualitative analysis in regards to portfolio construction and asset class allocation.

Professional Portfolio 
  • (2012–present) Senior Investment Analyst, Director, Manager Research, Threshold Group
  • Senior Research Analyst, Ashbridge
  • Financial Advisor, UBS Financial Services
Education and Affiliations 
  • Chartered Financial Analyst
  • Chartered Alternative Investment Analyst
  • BS Degree, Business Administration, Bucknell University
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Blog Posts

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Business Briefing Podcast: Mark deVries - October 2015

BUSINESS BRIEFING WITH BRIAN BUSHLACH June 2015 - Every Sunday at 4:00pm, Brian Bushlach brings the “voice of the private sector” to KXL. Business Briefing is all about business, from mom & pops to major retailers. Brian goes in-depth each week to share success stories, challenges, and visions from our local business leaders. The engaging first hour is followed by another hour of expert insight from top economists, CPA’s, attorneys and bankers to help our audience... Read more »