Mark is a Portfolio Manager and Principal in the Charleston office with a primary focus on devising customized investment strategies for high-net-worth individual and institutional clients, ensuring that their intricate financial needs and priorities are met. Mark considers each client’s unique circumstances as he crafts a solution to meet their goals, while also delivering consistent execution of the investment plan, in light of our firm’s strategic and tactical views of the market.
Before joining Diversified Trust, Mark served as Senior Vice President and Portfolio Manager at Bank of America Private Bank (U.S. Trust). During this time he also served as Designated Portfolio Manager for institutional clients in South Carolina for the Private Bank. He began his career with Wells Fargo and its predecessor banks, gaining experience in management consulting, research and early-stage e-commerce channel development.
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 and has served as a past board member and Finance Chair for the South Carolina Swim Club. As a result of his volunteer work, he was recognized by being awarded the President’s Volunteer Service Award.