Mark has over 25 years of investment management experience in a variety of roles that encompass institutional global equity portfolio management and investment consulting. He was a partner and senior portfolio manager for 15 years at Strategic Global Advisors, where he managed global equity portfolios. He was also involved in oversight of areas such as risk management, compliance, fair value determination, and brokerage oversight.
Mark previously managed equity portfolios at BMO Global Asset Management and advised institutional investors on how to use quantitative stock selection models while at Chicago Investment Analytics. Earlier in his career, Mark worked for Barra RogersCasey, where he advised institutional investors on asset allocation modeling, investment manager oversight, and risk analysis. Mark holds an MBA from Cornell University and a BS in Computer & Electrical Engineering from Purdue University. He has been a CFA charter holder since 2001.
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