Institutional Portfolio Manager
Mark has worked continuously in the securities industry since 1989 with industry leading FINRA member firms and SEC Registered Investment Advisors, beginning in the mutual fund custody distribution business with State Street. During the course of his career he has successfully represented securities and investment advisory services to the top institutional investors in the US corporate and public pensions as well as endowment and foundations markets. Largely focused on groups exceeding $1B in AUM, he has been responsible for raising over $8Bn across asset classes including traditional long-only domestic and global equities, and alternative strategies including high yield bonds, limited partnerships, real assets and hedge funds.
Mark holds a BS in Mechanical Engineering from Villanova University and completed his CFA designation at Harvard Business School.