Mark Bogar, CFA®, CAIA®

Mark Bogar, CFA®, CAIA®

Chief Investment Officer

As the Chief Investment Officer at Pallas Capital Advisors, Mark utilizes his 20+ years of institutional investment experience to oversee all investment strategies at the firm. Mark is responsible for directing the investment philosophy and process, as well as leading the team in tailoring execution to each client account.

Prior to his current role, Mark held positions at BNY Mellon since 2007, where he most recently was a CIO responsible for $10 billion in Assets Under Management. As CIO there, he mentored and developed a team of 15 people running $10 billion in global equities combining fundamental and quantitative inputs. He was also responsible for the design and implementation of Environmental, Social, and Governance (ESG) programs. As lead portfolio manager on global and international equity products, Mark generated alpha and helped grow the franchise. Prior to BNY Mellon, Mark worked at Putnam Investments as a global equity portfolio manager and analyst for nearly a decade.

Mark earned his MBA from the Kellogg School of Management at Northwestern University and his BS with Honors from Penn State as a graduate from the University Scholars program. Mark is a CFA (Chartered Financial Analyst) charter holder since 1999 and also holds the CAIA (Chartered Alternative Investment Analyst) designation.

Mark lives in Medfield with his wife, Paula, and three children, Lindsay, Ryan, and Kylie. The family loves to spend time in the White Mountains skiing, mountain biking, and hiking. He supports various local and national charities including National Eczema Association and National Alopecia Areata Foundation.

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Braintree, MA

45 Braintree Hill Office Park Suite 201
Braintree, MA 02184
(781) 971-5052

Wakefield, MA

701 Edgewater Drive
Suite 140
Wakefield, MA 01880
(781) 587-3478

Portsmouth, NH

36 Maplewood Avenue
Portsmouth
NH 03801
(603) 292-3699

Park Ridge, NJ

1 Maynard Drive
Suite 2101
Park Ridge, NJ 07656
(551) 277-2686

Newport, RI

51 Long Wharf Mall
Newport, RI 02840
(401) 847-0505

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Advisory services are only offered to clients or prospective clients where Pallas Capital Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Pallas Capital Advisors unless a client service agreement is in place.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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