"Portfolio management is a discipline — not a reaction. Process and patience are everything."
Mark brings a rich background as Senior Portfolio Manager, with over twenty years of investment experience. He recently held the title of Vice President-PIM Portfolio Manager at Wells Fargo Advisors. Before Wells Fargo, Mark worked at Deutsche Bank in London and was part of the investment team at Gruss & Co., with a multi-asset trading focus.
Mark typically responds within one business day. Whether you have a question, want to explore working together, or just want to connect — reach out.
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