Mark manages tens of millions of dollars of clients' money, ranging from managed equity accounts to alternative investments. He works with individual investors so they can properly allocate their investment mix to suit their individual needs, risk tolerance and financial goals.Mark is committed to helping his clients evaluate their financial situations and give them the tools to help them make informed decisions. Mark stays on the cutting edge of current financial trends by attending continuing education programs across the country to keep abreast of the many tax and financial changes that affect his clients.