Mark has more than 25 years of experience in the financial services industry, as a securities analyst, portfolio manager for institutional accounts, and financial advisor and portfolio manager for high net worth individuals and charitable organizations. Prior experience includes serving as a Senior Portfolio Manager for J.P Morgan, as a Senior Analyst and Assistant Portfolio Manager for FA Asset Management (an institutional hedge fund) and Senior Analyst at Calamos Investments, where he contributed to the equity and fixed income investment decisions of the firm.
Mark holds a BA in Political Science and Economics from Southern Illinois University and an MBA in Finance and International Business from the University of Chicago. Mark is also a Chartered Financial Analyst (CFA), a member of the CFA Institute. He also holds the Financial Industry Regulatory Authority (FINRA) Series 7, 31 and 66 licenses. Mark currently serves on the Board of the Benet Academy Dad’s Club and on the finance committee of Naper Heritage Society, where he previously served as
Treasurer and as a member of the board of directors. He is an Adjunct Professor on the faculty of North Central College in Naperville, where he has lectured on finance and economics.
