Mark Dundon is a Vice President and Head of Lenox’s Asset Management team, who joined the firm in 2013. In step with the firm’s partners, Mark sets strategy and facilitates implementation of solutions offered by the team’s Asset Managers, Portfolio Analysts and Operations Team. In addition, Mark advises clients directly on a variety of asset allocation decisions and investment strategies. He leads the firm’s Asset Management Committee, driving investment and asset management strategy for Lenox.
Prior to serving as the Head of Asset Management, Mark was an Asset Manager based out of our New York office, providing investment advisory services and solutions for clients across the country. Earlier in his tenure at Lenox, he led market and investment research within the department’s Portfolio Analyst team, covering asset class fundamentals, valuations and positioning across portfolios.
Mark studied Philosophy (B.A.) & Mathematics at George Mason University, and is a Level II CFA Candidate (June 2021). He is FINRA Series 7 and 66 licensed and also holds his New York State Life, Accident, and Health license. Outside of work Mark enjoys spending time with his wife and two children, soaking up every possible opportunity to enjoy the great outdoors.