Mark is the Managing Principal of the Institutional Investment Services division of CliftonLarsonAllen Wealth Advisors, LLC. As a member of the investment committee, he is deeply involved in developing the firm’s strategic allocation policies and for developing the capital market forecasts used in setting allocation policy.
Mark also oversees the research and implementation of alternative investment structures within institutional client portfolios and has authored white papers on risk budgeting and the employment of alternative investments within allocation policy.
Experience Serving Clients:
Mark has more than 30 years of investment experience and serves as a senior portfolio manager and consultant to a number of the firm’s highest net worth and largest institutional clientele. Prior to the formation of CliftonLarsonAllen Wealth Advisors, LLC in 2012, Mark was the Chief Investment Officer and the principle architect of the investment strategies and disciplines employed by Clifton Gunderson Wealth Advisors.
Education/Professional Involvement:
Mark received both his B.S. and M.S. degrees from the University of Illinois, Champaign-Urbana, and his Certified Investment Management Analyst designation from the Investment Management Consultants Association in conjunction with the Wharton School, University of Pennsylvania. Mark is a frequent guest speaker around the country presenting the firm’s views on the capital markets and economy.
Special Interests:
Mark currently resides in Middleton, Wisconsin with his wife Molly. They have four adult children. He particularly enjoys playing both guitar and piano as well as cycling, sailing, kayaking and cross country skiing.