Our Team: Mark A. Lozina, CFA

Mark A. Lozina, CFA

Senior Portfolio Manager

Industry Experience: 28 years

Education: BS, State University of New York at Geneseo; MBA, University of Rochester

Mark is lead portfolio manager for short duration strategies and is also the head of structured product research. Prior to joining the firm in 2002, he was with National City Corporation's Equity Sponsor Group, involved with senior debt lending for equity buyouts. Mark graduated with a Bachelor of Science from State University of New York, Geneseo and a Master of Business Administration from The University of Rochester. Mark also holds the Chartered Financial Analyst® (CFA) designation.

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