Mark currently works in Carnegie as a Portfolio Advisor and Vice President. He identifies prospective clients and understands their unique planning and investment requirements. As a part of the investment team of Carnegie, he designs a modified plan for every client and guides them from inception to implementation. He manages relationships with clients and coordinates both internal and external resources to guide them through various aspects of their financial investments.
Mark’s work experience of 22 years includes different firms such as Charles Schwab, Merrill Lynch, MMA Praxis Mutual Funds, and JP Morgan. Recently, he rendered his services on the Board of Directors for the Juvenile Diabetes Research Foundation. Mark is a graduate of Grove City College. He likes running, golfing, and coaching his kids’ sports teams. He lives in Lewis Center with his wife and two children.