Mark is Relationship Manager and Portfolio Manager in the Charleston office with an emphasis on devising customized investment strategies for high-net-worth individuals and charitable institutions. He has extensive experience meeting the intricate financial needs and priorities of clients with substantial assets. He first identifies the goal and coordinates various services, including trust and estate planning strategies, investment management, and philanthropic opportunities.
Before coming to Diversified Trust, Mark served as Senior Vice President and Portfolio Manager at Bank of America Private Bank (U.S. Trust). He began his career with Wells Fargo and its predecessor banks.
Mark earned a B.S. in Economics, as well as a B.A. in History, from the College of Charleston. He holds the Certified Financial Planner certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Investment Management Analyst (CIMA®) designation. He is active in the Charleston community including past board member and Finance Chair for South Carolina Swim Club and recipient of the President’s Volunteer Service Award.