As RWA’s OCIO, Mark, along with Kevin, provides additional investment research capabilities to RWA while enhancing our portfolio construction process.
His passion for investment knowledge and dedication to serving clients is a natural fit to his responsibilities. Mark has 15 years of investment experience working with Broker/Dealers, RIA’s, Credit Unions, Bank & Trust Departments and Family Offices. He has extensive experience with domestic fixed income, domestic & international long only equities and covered call writing strategies via SMA’s & mutual funds. His investment experience has primarily revolved around risk management with high active share portfolios with an emphasis on risk adjusted returns & downside capture ratio.
Prior to joining Greenrock Research and RWA, Mark was Vice President & Regional Director for Madison Investment Advisors, Inc. Mark attended Wharton Business School and has obtained the CIMA designation.
Outside of work, Mark enjoys spending time with his family and is an avid golfer, as well as a golf volunteer.