About
Mark
Mark manages and monitors client portfolios, researches and monitors Focus’ mutual fund investments, and assists with financial planning and reviewing portfolios for clients.
Prior to our team, Mark was involved in portfolio and wealth management at Charles Schwab & Co. and Clarity Financial, LLC.
Education and Professional Milestones:
-Central College - bachelor’s degree in business management
Mark manages and monitors client portfolios, researches and monitors Focus’ mutual fund investments, and assists with financial planning and reviewing portfolios for clients.
Prior to our team, Mark was involved in portfolio and wealth management at Charles Schwab & Co. and Clarity Financial, LLC.
Education and Professional Milestones:
-Central College - bachelor’s degree in business management