Private Wealth Management
Retirement Plan Consulting
Institutional Portfolio Services
Investment Strategist & Portfolio Manager
Mark joined SFSI in 2022 as an Investment Strategist & Portfolio Manager. With more than 20 years of experience in financial services, he has worked with all major asset classes and has a keen sense of how they are interrelated. Throughout his career, Mark has focused on the quantitative side of security and portfolio analysis, especially in the area of risk management and derivatives. His work experience includes time spent at Northern Trust, Goldman Sachs, US Bank, Telluride Asset Management, and most recently, Bremer Bank. Additionally, Mark developed and ran his own investment advisory firm for close to 4 years.
Mark was born and raised in a northern suburb of Milwaukee. He received a BS in Business Management from Carroll University in Waukesha, WI and an MBA from the Carlson School of Management, University of MN. During graduate school, Mark was a member of the Carlson Funds Enterprise where he helped manage a bond fund as part of an experiential learning component to the program.
Mark lives in Edina with his wife and two boys. Mark enjoys coaching baseball for the Edina Baseball Association, golfing, snowboarding, and woodworking.