About Mark
Mark began his career in 2006 at JP Morgan in the performance analytics division working with institutional defined benefit retirement plans. He then moved over to private wealth management with the East Coast division of BMO Harris Bank’s UHNW division, CTC|myCFO. With BMO, he had the opportunity to move to the Midwest with his family and has since worked as a wealth advisor with private clients and endowments, most recently at RMB Capital.
Education and Professional Milestones
- Wesleyan College – MBA
- Member of the CFA Institute of Chicago
Mark began his career in 2006 at JP Morgan in the performance analytics division working with institutional defined benefit retirement plans. He then moved over to private wealth management with the East Coast division of BMO Harris Bank’s UHNW division, CTC|myCFO. With BMO, he had the opportunity to move to the Midwest with his family and has since worked as a wealth advisor with private clients and endowments, most recently at RMB Capital.
Education and Professional Milestones
- Wesleyan College – MBA
- Member of the CFA Institute of Chicago