Mark is a Senior Vice President doing Business Development for our Investment Team. He brings over two decades of experience in the investment management industry, having served most recently as Vice President of Sales & Marketing for Greenrock Research, Inc. in Chicago. Before that, he helped develop new business at Madison Investment Advisors, LLC through his regional leadership role and work as an Investment Specialist.
Mark earned the Certified Investment Management Analyst® designation and holds a bachelor’s degree in Sales & Sales Management from Cardinal Stritch University.
Mark currently resides in Madison, WI and is actively involved in his community, acting as a board member for First Tee SC WI, serving on the Investment Committee for Dane County Humane Society, and volunteering his time as a youth hockey coach. Mark has served as a board or committee member for several other organizations.
Previous Experience
- Vice President, Sales & Marketing at Greenrock Research, Inc.
- Vice President, Midwest Regional Director at Madison Investment Advisors, LLC
- Assistant Vice President, Investment Specialist at Madison Investment Advisors, LLC
Education & Credentials
- BBA, Cardinal Stritch University, Sales & Sales Management Emphasis
- Certified Investment Management Analyst® (CIMA®)
- Series 65 license
INVESTMENTS & WEALTH INSTITUTE® (THE INSTITUTE) IS THE OWNER OF THE CERTIFICATION MARKS “CIMA®” AND “CERTIFIED INVESTMENT MANAGEMENT ANALYST®.” USE OF CIMA®, AND/OR CERTIFIED INVESTMENT MANAGEMENT ANALYST® SIGNIFIES THAT THE USER HAS SUCCESSFULLY COMPLETED THE INSTITUTE’S INITIAL AND ONGOING CREDENTIALING REQUIREMENTS FOR INVESTMENT MANAGEMENT PROFESSIONALS.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
