Mark analyzes and recommends equity investments for the telecomm service, utilities, homebuilder, media, and industrial service sectors. He began working in the financial industry in 1994. Prior to joining the firm in 2002, Mark was an equity research analyst at Victory Capital Management. He also worked at Keycorp and Ernst & Young.

Mark received a B.A. from Carleton College and an M.B.A. in finance from the University of Minnesota Carlson School of Management. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute