Mark joined the Wealth Planning and Advisory group in May of 2017 as a Portfolio Manager. Mark has over 35 year experience managing investments for individuals and institutions. He has invested in equities, all sectors of domestic bonds and private placements, while building and re-balancing portfolios in the wealth management areas of two large financial institutions. He has also done the same in two independent investment advisor offices.
Mark holds the Chartered Financial Analyst designation and has an MBA from Wayne State University and a Bachelor of Science in Systems Science – Engineering from Michigan State University.
He volunteers doing taxes with the Accounting Aid Society and rescuing food with Forgotten Harvest. He is married to Kathy and has three adult children and three grandchildren. They like to travel, bicycle and power walk half marathons.