Phone: 800-888-5164 ext: 221
Investment Advisor Representative
Mark started his career 38 years ago as a personal trust portfolio manager, developing investment expertise managing institutional fixed income portfolios, bank mutual funds, retirement plans and insurance portfolios. He was also worked as a fixed income portfolio manager for LaSalle Bank, Scudder Kemper, and Principal Financial Group managing mutual funds, insurance portfolios, and retirement plans. After obtaining an MBA from the University of Chicago Booth School of Business in 2006, Mark established his wealth management business and works as a Senior Wealth Advisor with FourStar. Mark focuses on offering customized wealth management plans for individuals and business owners through a consultative partnership.
With decades of experience and education, Mark provides confidence that his clients are receiving the highest quality financial and investment advice to help achieve their financial goals. Mark serves business and individual clients as a fiduciary, building a relationship of trust that delivers customized service to meet every financial need. With access to the best research and investment managers, Mark guides his clients toward their financial goals.
Marks meets the needs of his clients with areas of specialty that includes: Family Office, Retirement Plans, Alternative Investments, 1031 Exchanges, Portfolio Management, Fixed Income, Private Placements and Insurance Services.
Mark lives with his wife Barbara in Flossmoor, IL and they have two adult children. They enjoy traveling and spending time with family and friends.