Mark is a Director and Senior Portfolio Manager for Public Trust where he is responsible for providing daily portfolio management oversight and investment advisory services for strategic clients in California and nationwide. He joined Public Trust in 2016 in conjunction with the acquisition of the BLX Group Investment Management, where he served as the Chief Investment Officer, and brought with him more than 18 years of experience working with public agencies and 501(c)(3) organizations to develop customized portfolio management strategies for operating funds, reserve funds, and bond proceeds.
Mark received a Bachelor of Business Administration from the University of Michigan. He is an Investment Advisor Representative, has passed Level II of the CFA program, and previously held FINRA Series 6, 7, 24, 63, and 66 licenses.