TRADEMARK FINANCIAL MANAGEMENT - Key Persons
Job Titles:
- CCO
- Director of Operations
Education
Jen graduated from Loyola Chicago with a Communications Degree in 2010.
Experience
She began her career in the healthcare field working in Human Resources and Medical Staff Services for various local hospitals and health systems. She has a range of interests and wanted to broaden her horizons with a change of industry. She made the switch to Trademark Financial Management in April of 2016.
Interests
Outside of Trademark, Jen enjoys reading, yoga, is a crafting enthusiast, and self-proclaimed super nerd. Jen also has a passion for helping others and can often be found volunteering with local non-profits.
Job Titles:
- Investment Manager
- President
Mark formed Trademark Financial Management, LLC in 2000 to offer money management and consulting services to other financial professionals and individual investors.
Education
Mark graduated from the University of Minnesota in 1986, with a B.A. in history and a minor in anthropology. In 1998, he completed the Chartered Financial Analyst® program and is a current CFA® charter holder.
Experience
Mark has managed bond mutual fund portfolios since 1987 and stock mutual fund portfolios since 1991.
Interests
His spare time is spent reading non-fiction, playing softball, watching baseball games, and coin collecting. He's an accomplished nature photographer and many pictures of his travels to the Upper Midwest hang in our office.
Zach joined Trademark in 2020
Education
Zach has a B.A. in political science, with high distinction, from the University of Minnesota in 2017.
Experience
Zach began his career working in politics and the legal field before transitioning into finance in 2020.
Interests
Zach has run the Twin Cities Marathon twice, and as a result he avoids running at all costs. He likes to spend his summers golfing, and during the winter enjoys playing hockey with friends.