Mark is the second managing partner to join the firm, doing so in the fall of 2015. Originally from Rochester, New York, Mark moved to the Midwest to study finance at the University of Dayton, where he met his wife, Kenzie. While a student, Mark helped manage the Flyer Investment Fund, a $22 million fund of the university’s endowment, as the consumer staples and discretionary analyst. In the summer of 2015, he worked for Charles Schwab in Phoenix, Arizona, at an elite RIA program, where he was one of 11 selected out of 150+ applicants. Mark stays active in the community by meeting with student business organizations at the University of Dayton. He is a member of Holy Angels Church and sits on the Board of Directors at Dayton Country Club. Mark was recognized in the Dayton Business Journal’s 40 Under 40 Awards for 2022*
Outside of the office, Mark’s most important role is being a husband and father. He and Kenzie are raising two young daughters, Mia and Poppy, who are at the center of everything they do. Whether it’s chasing around an energetic Mia Mae or enjoying the baby snuggles with Poppy, they are soaking in all the precious moments as a family of four.
*2022 Dayton Business Journal’s Top 40 Under 40, created by Dayton Business Journal, issued on 07/15/2022 and awarded based on nominations collected between 02/14/2022-04/12/2022. 177 nominations were received and 40 received the award. This award is based on recipients’ contributions to their company, impact to the business world, and their role in the community and is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. $225 Advisors pay a fee to hold out marketing materials.
Click here for more information. Link: https://www.bizjournals.com/dayton/news/career-and-workplace/40-under-40