![Mark William Hoffman](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Mark William Hoffman
Chief Executive Officer at LifeYield LLC
Profile
Mark William Hoffman is the founder and currently serves as the Chairman & Chief Executive Officer of LifeYield LLC, which he founded in 2008.
Prior to founding LifeYield LLC, he served as the President & Chief Executive Officer of Upstream Technologies LLC from 1999 to 2008.
Mr. Hoffman received his undergraduate degree from the University of Wisconsin.
Mark William Hoffman active positions
Companies | Position | Start |
---|---|---|
LifeYield LLC
![]() LifeYield LLC Packaged SoftwareTechnology Services LifeYield LLC provides tax-smart software for financial advisors. It offers LifeYield?s Advantage Suites programs to improve outcomes of the investors, advisors, and firms. The company was founded in 2008 and is headquartered in Boston, MA. | Chief Executive Officer | 2007-12-31 |
Former positions of Mark William Hoffman
Companies | Position | End |
---|---|---|
Upstream Technologies LLC
![]() Upstream Technologies LLC Packaged SoftwareTechnology Services Upstream Technologies LLC provides investment management solutions and implementation services for asset management firms. It provides investment management technology to asset managers and supports the entire investment management process from portfolio construction to compliance review. It was founded in 1999 by Evan Schulman & Mark Hoffman and is headquartered in Boston, MA. | President | 2008-11-09 |
Training of Mark William Hoffman
University of Wisconsin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Upstream Technologies LLC
![]() Upstream Technologies LLC Packaged SoftwareTechnology Services Upstream Technologies LLC provides investment management solutions and implementation services for asset management firms. It provides investment management technology to asset managers and supports the entire investment management process from portfolio construction to compliance review. It was founded in 1999 by Evan Schulman & Mark Hoffman and is headquartered in Boston, MA. | Technology Services |
LifeYield LLC
![]() LifeYield LLC Packaged SoftwareTechnology Services LifeYield LLC provides tax-smart software for financial advisors. It offers LifeYield?s Advantage Suites programs to improve outcomes of the investors, advisors, and firms. The company was founded in 2008 and is headquartered in Boston, MA. | Technology Services |
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