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Mark Halverson Photo

Mark Halverson,
Portfolio Manager


As a student and teacher of the game, Mark often says, “Golf is not always about hitting the ball the farthest. Rather, it’s about minimizing your mistakes. Moreover, the best players in golf tend to stick to the fundamentals of their game plan through the good and the bad.” After having served as captain of the University of Minnesota golf team and spending several years as a professional golfer, Mark hung up his clubs to work as a financial analyst. Mark now believes these principles of golf apply equally to investing. Indeed, having invested over $750 million on behalf of a large corporation at a previous employer, Mark is familiar with the qualities separating great long-term investments from mediocre ones.

When Mark is not working or playing golf, you will find him tasting new wines, spending time with his family at the lake cabin or chasing his three children around Lake Calhoun.

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Previous Experience:
Financial Consultant at RBC Dain Rauscher; Private Placement analyst at Prudential Capital, San Francisco.

B.A. in finance from the University of Minnesota

Community Service:
University of Minnesota M Club

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