About Mark
Mark focuses on providing his clients with comprehensive, customized solutions tailored to their unique financial goals. He is deeply committed to building strong, long-term client relationships, ensuring every individual feels supported and understood as they navigate their financial journey. His extensive background enables him to translate complex investment strategies into clear, actionable advice that addresses a wide range of financial needs, from asset management to tax, estate, and financial planning.
Previously, Mark was a Portfolio Manager at InterOcean Capital, where he played a pivotal role in the firm’s growth and evolution. He began with InterOcean Capital in Chicago before relocating to Nashville, where he continued to refine his expertise. During his tenure at InterOcean Capital, he helped craft specialized risk-managed solutions and option strategies that adapted to the evolving needs of his clients.
Outside of his professional life, Mark is often exploring the outdoors with his wife, Whitney, and their dog, Oscar. He is an avid skier, mountain biker, and hiker. He values these activities to maintain a healthy work-life balance, helping him recharge and stay energized while also gaining fresh perspectives that shape his approach to both his and his client’s lives.
Education and Professional Milestones
- Northern Illinois University – bachelor’s degree
- Member of the CFA® Society of Los Angeles
Mark focuses on providing his clients with comprehensive, customized solutions tailored to their unique financial goals. He is deeply committed to building strong, long-term client relationships, ensuring every individual feels supported and understood as they navigate their financial journey. His extensive background enables him to translate complex investment strategies into clear, actionable advice that addresses a wide range of financial needs, from asset management to tax, estate, and financial planning.
Previously, Mark was a Portfolio Manager at InterOcean Capital, where he played a pivotal role in the firm’s growth and evolution. He began with InterOcean Capital in Chicago before relocating to Nashville, where he continued to refine his expertise. During his tenure at InterOcean Capital, he helped craft specialized risk-managed solutions and option strategies that adapted to the evolving needs of his clients.
Outside of his professional life, Mark is often exploring the outdoors with his wife, Whitney, and their dog, Oscar. He is an avid skier, mountain biker, and hiker. He values these activities to maintain a healthy work-life balance, helping him recharge and stay energized while also gaining fresh perspectives that shape his approach to both his and his client’s lives.
Education and Professional Milestones
- Northern Illinois University – bachelor’s degree
- Member of the CFA® Society of Los Angeles