Brian C. Mark
Co founder and Managing Member
Brian is the co founder and Managing Member of St. James Investment Advisors and serves as Portfolio Manager.
Previously, Brian was the co founder and member of the St. James Investment Company. Brian started his career with American Express as a credit analyst. He later served as a consultant to the insurance industry, working for Aetna and the St. Paul Companies.
Brian attended the United States Military Academy at West Point for two years before deciding to pursue a private career and graduated from Adelphi University in 1990 with a BBA in Business Management and Finance.
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Jennifer A. Abbonizio
Chief Compliance Officer | Office Manager
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Matthew is an investment advisor and serves as a research analyst for St. James Investment Advisors and has a background in the global maritime transportation industries. Previously Matthew worked for St. James Investment Company. Matthew received his MBA from the University of Southern Mississippi in 2015 and his Bachelor of Science in Business Management from SUNY Maritime College in 1990.
Heidi serves as support staff with administration. Prior to joining St. James Investment Advisors, Heidi worked in the field of education as well as office management. She holds a Bachelor of Science degree in Social Work from Regis College, Weston, MA.
Heidi R. Reid
Support Staff Administration
Michael is involved in business development Previously Michael worked for Schonfeld Securities. He managed and operated the Opus Trading Fund, which is a proprietary equity fund, for 18 years. He holds a Bachelors of Business Administration in Finance from Dowling College.
Jonathan is involved in business development for St. James Investment Advisors. Prior to working at St. James Investment Advisors, Jonathan worked in the electrical field as an apprentice. He has graduated from Suffolk County Community College and is pursuing a Bachelor of Science degree in Finance.
St. James Investment Advisors
All of our investment professionals have a majority of their families’ liquid net worth invested in our portfolios. Our interests are aligned with our clients' interests and we're in this together.
We take pride in our Main street roots and old school principles. Doing the right thing by people is in our bones. Earning our clients' trust by doing what we say we're going to do is a key value we live by every day.
Other companies have what we call "shiny object syndrome" - always searching for the next short term gain. Instead, we focus on value investing with the goal of maximizing long-term total return on capital.