Overview
Mark is the Managing Principal of the Retirement Plan Services division of CliftonLarsonAllen Wealth Advisors, LLC and the former Managing Principal of the Institutional Investment Services division.
Mark has nearly 35 years of investment experience and serves as a senior portfolio manager and consultant to 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 principal architect of the investment strategies and disciplines employed by Clifton Gunderson Wealth Advisors.
Education
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.
In the community
Mark sits on the Board of multiple non profit organizations across the country with an emphasis on organizations seeking to promote racial equity and/or improve financial opportunities for underserved communities.