Mark brings more than 20 years of wealth management experience to the Stephens Private Client Group. As a trusted consultant, he brings a disciplined and tailored approach to wealth management. “My number one objective is to align my clients’ investments with their financial goals. I work hard to create long-term, trusted relationships with each of my clients to better understand their evolving needs, and on occasion, make them laugh,” states Mark.
A graduate of Vanderbilt University in Nashville, TN, Mark began his investment career with Stephens in 1977 in the fixed income department. His client base was predominately institutions in the Northeast, such as Boston and New York City. In 2001, Mark transferred to the Private Client Group where he now helps people invest and manage their portfolios. He completed Stephens University in 2007, an advanced wealth management program at Wake Forest University.
For nearly half a century, Mark is proud to work for Stephens Inc.