Mark has over 28 years of experience in financial services and
has been a Portfolio Manager and Equity Analyst for 20 years. He is
responsible for managing investment portfolios for wealthy
individuals, trusts, foundations and non-profits and is on the
Sector Strategy Team at Wells Fargo.
Mark started his career in investment management with a mutual fund
in San Francisco followed by a stint publishing equity research at
an institutional brokerage firm. For the past 14 years he has
managed diversified portfolios using individual securities, mutual
funds, third party managers and alternative investments. He began
his career with the Federal Reserve and spent four years in
international banking before becoming a Portfolio Manager.
University of San Francisco, MA, International Economics
University of San Francisco, BS, Business Adminsitration
Chartered Financial Analyst