Investment Team | Sales & Service | Directors | Management
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| Mark I. Phelps |
Chief Executive Officer & President |
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Mark is Chief Executive Officer, President and Managing Director - Global Investments of W.P. Stewart & Co., Ltd. Mr. Phelps was appointed Chief Executive Officer in September 2008 and joined the Board of Directors at that time. He originally joined W.P. Stewart & Co. (Europe), Ltd. in February 2005 as a Global Portfolio Manager. Mr. Phelps is a British national with more than 25 years experience in European, U.S. and Global investment research and portfolio management. For over 20 years he held senior positions within the Kleinwort Benson/Dresdner Bank organization in both London and San Francisco. Most recently he served as a Chief Investment Officer for Global Equities at Dresdner RCM in San Francisco. Mr. Phelps has a BA (Hons.) in Economics from the University of York in England and completed graduate studies at the Royal Military Academy Sandhurst, England. From 1981 to 1984 Mr. Phelps was in the British Army and finished his service with the rank of Captain.
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| Mark D. Bergen |
Managing Director - Chief Operating Officer & Chief Financial Officer |
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Mark is Managing Director - Chief Operating Officer & Chief Financial Officer of W.P. Stewart & Co., Ltd. Mr. Bergen joined W.P. Stewart in June 2010 from Angelo, Gordon & Co. and its asset management subsidiary, AG Asset Management LLC where he had been Chief Operating Officer and Chief Financial Officer since 2005. Earlier, he held a series of senior positions at UBS Global Asset Management (2002-2005), Goldman, Sachs & Co. (2000-2002), and UBS Investment Bank (1989-2000). Mr. Bergen began his career at Andersen Consulting (1979-1989), where he served clients across multiple industries with a primary focus on financial services.
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| James T. Tierney, Jr. |
Managing Director - Chief Investment Officer |
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Jim is Managing Director - Chief Investment Officer of W.P. Stewart & Co., Ltd. Mr. Tierney began his career in the Equity Research Department at J.P. Morgan Investment Management in 1988. He analyzed companies in the entertainment, healthcare and finance industries. Mr. Tierney left J.P. Morgan in 1990 to attend business school and returned after completing his M.B.A in 1992 to become a Senior Analyst. As a Senior Analyst he followed a succession of industries, including energy, transportation, media and entertainment before joining W.P. Stewart in 2000. Mr. Tierney holds a B.S. degree from Providence College and an M.B.A. from Columbia University.
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| Seth L. Pearlstein |
General Counsel & Secretary |
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Seth is General Counsel & Secretary of W.P. Stewart & Co. Ltd. He joined W.P. Stewart in 2002 as Associate General Counsel until August 2007. Previously, Mr. Pearlstein was Of Counsel at Dorsey & Whitney LLP for over two years. Prior to joining Dorsey & Whitney LLP, he served as an associate in the corporate department at Skadden, Arps, Slate, Meagher & Flom LLP for eight years. He holds a B.S. magna cum laude in Accounting from New York University and a J.D. from New York University School of Law.