Series 7 & 66
Wealth Advisors Group – Client Services Associate & Investment Strategist (6 years)
Wealth Advisor & Investment Advisor Representative - Since 2018
Fort Wayne, Indiana
Mark is a Series 7 & 66 registered investment advisor and CIMA® designee. He graduated from Wabash College with a BA in Economics, and began his career as an Investment Strategist for Wealth Advisors Group in Fort Wayne, specializing in portfolio management and constuction. Mark completed his advanced investment management consulting coursework requirement for the CIMA® designation through the Yale School of Management. Mark joined Column Capital in 2018 and serves on the firm's investment committee. He resides in Indianapolis with his wife, Emma.