Mark J. Strubel
Senior Vice President, Senior Regional Consultant @Federated Hermes
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WORK HISTORY
Senior Vice President, Senior Regional Consultant @Federated Hermes
Los Angeles, CA, US
As Senior Regional Consultant, I partner with private wealth and institutional financial advisors throughout Southern California to strengthen their practices and enhance the client experience. My role is to act as a trusted resource and strategic partner, helping advisors deliver measurable value and achieve better outcomes for their clients.Key areas of focus include: • Advisor Enablement: Equipping advisors with investment research, portfolio insights, and practice management support to improve decision-making and deepen client relationships. • Investment Solutions: Providing access to a diverse, tax-efficient suite of investment strategies across all major asset classes, representing more than $900bb+ in assets under management. • Behavioral and Strategic Guidance: Helping advisors apply behavioral investment discipline and long-term planning frameworks to keep clients aligned with their financial goals. • Client Engagement Support: Delivering tools, resources, and content that enhance advisor communications and position them as trusted fiduciaries. • Value-Added Collaboration: Leveraging a broad team of specialists and strategists to solve complex challenges, from portfolio construction to tax-aware planning. • Practice Valuation Growth: Advising top wealth managers on strategies to maximize the valuation multiples of their practices—improving scalability, enhancing profitability, and positioning firms for long-term growth and succession.Growth: Grew gross weighted sales by 416% y/y in 2025. By combining institutional-quality resources with hands-on regional support, I enable advisors to deliver a higher standard of service, strengthen trust with their clients, and grow their businesses with confidence and consistency.
EDUCATION
University of Rochester
BA, Economics with a Citation in Finance
Yale School of Management
Certified Private Wealth Advisor ®
The Wharton School
Certified Investment Management Analyst ®
SKILLS
ABOUT MARK J. STRUBEL
Strategic, entrepreneurial, and relationship-oriented senior executive focused on serving others. 30+ years experience working in global financial markets – global liquidity, fixed income, and publicly-traded equity markets and as a fiduciary working in the best interests of investors.Known as a trusted advisor to other fiduciaries who grow and preserve wealth for their clients. Success is due to building and nurturing bonds that last a lifetime. Focus on doing business the right way with great teammates, the right clients, and other stakeholders. Proven track record of achieving outstanding results. Lead by example; take initiative. Not afraid to ask the critical questions. Love to find better ways to accomplish a mission and then to share best practices with others. Core competencies include:§ Strategic Leadership. As Senior Vice President at Federated Hermes, a publicly traded global investment management company, serves on a larger team of 100+ business development professionals, as well as a team in the West Region, as one of top senior leaders. Ensure the group collaborates effectively and serves our intermediary firms, advisors, and their private wealth and institutional investor clients as a team.§ Consulting and Business Development: supporting top wealth advisors to maximize their business value by improving client portfolio outcomes and by building scalable growth strategies, build our Portfolio Management brand’s philosophy, process, and performance with the mission to grow enterprise gross and net sales, revenue and net margins for the company, leading success for advisors and their investor clients. § Investment, Finance, and Fiduciary Expertise:Certified Private Wealth Analyst (CPWA®), from Yale School of Management and Investment Wealth Institute, one of 2.4K out of 200K+ FINRA and SEC registered. Certified Investment Management Analysts (CIMA®), from the University of Pennsylvania- The Wharton School and IWI, one of 8.5K out of 200K+ of the same cohort.
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