“I broke away from one of the largest corporate wealth management firms in the industry, and today I implement the industry’s best practices through the boutique approach of a smaller firm that can allocate more time to each client.”
Mark specializes in client relationship management, new business development, investment strategy and portfolio management.
Mark has more than 20 years of experience in the investment management industry. Prior to cofounding the firm, he was a vice president and portfolio manager for Northern Trust Bank and Bank of America, where he managed $400 million in investable assets for individuals. Mark graduated from Indiana University with a degree in economics.
Mark is a member of the Financial Planning Association, the St. Gregory the Great parish finance council and the Elmhurst Commission on Youth, as well as a board member of the Elmhurst District 205 Foundation. In his free time, he likes to fish, golf, travel and spend time with his family.