Unclaimed Profile

Mark Jonathon Anson

COMMONFUND OCIO, INC.·WILTON, Connecticut

SIE, Series 3, Series 4, Series 7, Series 8, Series 24, Series 63, Series 66CFAClean record18 years registeredCOMMONFUND OCIO, INC.

15 OLD DANBURY ROAD, WILTON, CT 06897-0812CRD# 2502127Firm CRD# 110689

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Jonathon Anson · WILTON, CT

Registration

CRD #2502127 · COMMONFUND OCIO, INC. · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COMMONFUND OCIO, INC.

OAK HILL INVESTMENT MANAGEMENT, L.P.

Jan 2012 – Feb 2013

MENLO PARK, CA

NUVEEN ASSET MANAGEMENT

Nov 2007 – Apr 2010

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 8

Series 24

Series 63

Series 66

Registration record

First registered · November 7, 2007

Years registered · 18

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COMMONFUND OCIO, INC.

CRD 110689 · SEC 801-56548

AUM

$20.2B

Regulatory assets under management

Employees

147 client accounts

Services offered by COMMONFUND OCIO, INC.

Per Form ADV

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at COMMONFUND OCIO, INC. →

Introduction

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Frequently Asked Questions

What services does Mark Jonathon Anson offer?

Mark Jonathon Anson specializes in Retirement Planning, Wealth Management.

What are Mark Jonathon Anson's credentials?

Mark Jonathon Anson holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mark Jonathon Anson located?

Mark Jonathon Anson is based in WILTON, Connecticut, last registered with COMMONFUND OCIO, INC..

How does Mark Jonathon Anson charge for services?

Mark Jonathon Anson's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COMMONFUND OCIO, INC.?

COMMONFUND OCIO, INC. has approximately 42 employees and manages $20.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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