Senior Portfolio Manager
Mark joined Compass in 2006 and has been a dedicated professional in the financial industry since 1999. At Compass, he serves as a member of the Investment Committee, overseeing the equity and fixed income portfolios. Additionally, Mark works closely with clients to strategize and help simplify the often-overwhelming complexities of Financial Planning. Along with his team, Mark collaborates with clients and their CPAs, attorneys, and other specialists to provide unique and strategic solutions. These solutions include cash flow planning, retirement planning, tax optimization, estate planning, business transitions, insurance analysis, inheritance strategies, charitable giving, legacy planning, and more.
Before joining Compass, Mark was part of the private placement team at Prudential Capital Group in San Francisco from 1999 to 2006, where he invested debt and equity capital on behalf of Prudential Financial and other institutional clients in the private market. Prior to that, he worked as an analyst in the mergers and acquisitions group at US Bancorp Piper Jaffray in Minneapolis.
In an interesting chapter of his career, Mark also competed on various professional golf tours in the United States and Canada from 1997 to 1999. He holds a BA in finance from the Carlson School of Management at the University of Minnesota.
Mark is married and is a proud father of three children. He enjoys spending quality time with his family, balancing his professional pursuits with a fulfilling family life.