Mark, a graduate of Vanderbilt University and the Owen Graduate School of Management (BA, MBA), has over 25 years of experience in investment and wealth management. A Chartered Financial Analyst since 1992, he has served as Personal Trust Portfolio Manager, Chief Investment Officer, and Lead Portfolio Manager of a top-performing Small Cap Growth fund.

At SunTrust and Trusco Capital Management, he managed personal trust, institutional equity, and balanced portfolios, and launched the firm’s Small Cap Growth discipline. He later co-founded Perimeter Capital Management, predecessor to Liquid Strategies, where he was CIO and Lead Portfolio Manager, helping grow assets to $2 billion.

Mark brings deep expertise in financial markets, portfolio management, research, and client relationships to Liquid Strategies.