Mark earned his BA degree from Virginia Tech and his MBA from the University of New Orleans. Prior to his career in the financial services industry he resided in New Orleans where he worked in college textbook sales.
Motivated by a keen interest in understanding the global economy and the financial markets, Mark blended his intellectual curiosity with his professional aspirations and joined Merrill Lynch in May 1982 as a retail account executive. Over the succeeding quarter of a century at Merrill Lynch and several other competing firms, Mark grew in his capacity to serve investors as the opportunities expanded. As his financial skill set matured and the opportunities to serve his clients expanded, Mark joined several firms during this period, ending up with Smith Barney where he was the top producing broker in the Norfolk office.
The father of three sons and a daughter, Mark has pursued a lifetime interest in history, economics, and the financial markets through his reading and viewing of online courses. He and his wife, Margie, are active member of St. Paul’s Episcopal Church in Norfolk. Mark is also active in the Kairos Prison Ministry. He stays fit by walking at least 7 miles a day and bleeds burgundy and orange for his Virginia Tech Hokies.