Mark DiOrio
Chief Investment Officer at Brookstone Capital Management LLC
Profile
Mr. Mark W.
DiOrio, CFA MBA, is a Chief Investment Officer at Brookstone Capital Management LLC and at Brookstone Asset Management LLC.
He joined Brookstone in 2015.
In his role, he leads the firm’s investment committee and drives the firm’s investment policy, framework, and portfolio construction methodology.
He oversees the portfolio strategy group that provides recommendations on strategic and tactical portfolio design.
Mr. DiOrio directs research on external managers and develops internal strategies.
He produces and presents content for advisor training, a weekly Market Watch update, and the firm’s quarterly market reports.
Prior to joining Brookstone, he was responsible for launching and managing a boutique investment subsidiary of a publicly traded regional bank holding company.
While there, he ran a global tactical asset allocation strategy and accumulated an 8 year GIPS compliant track record.
Mr. DiOrio had nearly 20 years of investment industry.
He received his MBA from Benedictine University, his BA from Eastern Illinois University.
Mark DiOrio active positions
Companies | Position | Start |
---|---|---|
Brookstone Capital Management LLC
Brookstone Capital Management LLC Investment ManagersFinance Brookstone Capital Management LLC (BCM) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded by Nadim K. Zayed in 2006 and is owned by AL BCM LLC, which is owned by AmeriLife Group LLC. BCM provides investment advice to individuals, pension and/ or profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Chief Investment Officer | 2014-12-31 |
Brookstone Asset Management LLC
Brookstone Asset Management LLC Investment ManagersFinance Brookstone Asset Management LLC (Brookstone AM) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 2011 and formerly known as FormulaFolio Investments LLC. They are solely owned by Brookstone Capital Management LLC, which is ultimately owned by AmeriLife Group LLC. Brookstone AM provides investment services to individuals and high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Chief Investment Officer | - |
Former positions of Mark DiOrio
Companies | Position | End |
---|---|---|
Parasol Investment Management LLC
Parasol Investment Management LLC Investment ManagersFinance Parasol Investment Management LLC provides investment advice. The company is based in Westmont, IL and was founded in 2011. | Chief Investment Officer | 2015-05-31 |
GreatBanc Trust Co. (Investment Management)
GreatBanc Trust Co. (Investment Management) Investment ManagersFinance GreatBanc Trust Co. (Investment Management) (GreatBanc-IM) is the investment management division of GreatBanc Trust Co., a full-service trust company headquartered in Lisle, Illinois. The firm was founded in 1989 by Michael Welgat and is a subsidiary of US Fiduciary Services, Inc. GreatBanc-IM provides ESOP services to municipalities, endowments, corporations, financial institutions and individuals. | Corporate Officer/Principal | 2008-10-31 |
Pennant Management, Inc.
Pennant Management, Inc. Investment ManagersFinance Founded in 1992 by Mark Elste, Pennant Management, Inc. is a registered investment advisor located in Milwaukee, Wisconsin with an additional office in Oakbrook, Illinois. The firm is a subsidiary of U.S. Fiduciary Services, Inc. They manage investment portfolios for individuals, as well as, insurance companies, community banks, healthcare organizations, governmental units, employee benefit trusts and other organizations. Pennant Management is the sub-advisor to the Accessor Limited Duration U.S. Government Fund (ticker ALTDX) and the Accessor Total Return Fund. | Chief Investment Officer | 2006-12-31 |
Training of Mark DiOrio
Benedictine University | Masters Business Admin |
Eastern Illinois University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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Pennant Management, Inc.
Pennant Management, Inc. Investment ManagersFinance Founded in 1992 by Mark Elste, Pennant Management, Inc. is a registered investment advisor located in Milwaukee, Wisconsin with an additional office in Oakbrook, Illinois. The firm is a subsidiary of U.S. Fiduciary Services, Inc. They manage investment portfolios for individuals, as well as, insurance companies, community banks, healthcare organizations, governmental units, employee benefit trusts and other organizations. Pennant Management is the sub-advisor to the Accessor Limited Duration U.S. Government Fund (ticker ALTDX) and the Accessor Total Return Fund. | Finance |
GreatBanc Trust Co. (Investment Management)
GreatBanc Trust Co. (Investment Management) Investment ManagersFinance GreatBanc Trust Co. (Investment Management) (GreatBanc-IM) is the investment management division of GreatBanc Trust Co., a full-service trust company headquartered in Lisle, Illinois. The firm was founded in 1989 by Michael Welgat and is a subsidiary of US Fiduciary Services, Inc. GreatBanc-IM provides ESOP services to municipalities, endowments, corporations, financial institutions and individuals. | Finance |
Brookstone Capital Management LLC
Brookstone Capital Management LLC Investment ManagersFinance Brookstone Capital Management LLC (BCM) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded by Nadim K. Zayed in 2006 and is owned by AL BCM LLC, which is owned by AmeriLife Group LLC. BCM provides investment advice to individuals, pension and/ or profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
Parasol Investment Management LLC
Parasol Investment Management LLC Investment ManagersFinance Parasol Investment Management LLC provides investment advice. The company is based in Westmont, IL and was founded in 2011. | Finance |
Brookstone Asset Management LLC
Brookstone Asset Management LLC Investment ManagersFinance Brookstone Asset Management LLC (Brookstone AM) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 2011 and formerly known as FormulaFolio Investments LLC. They are solely owned by Brookstone Capital Management LLC, which is ultimately owned by AmeriLife Group LLC. Brookstone AM provides investment services to individuals and high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
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