Mark is responsible for assisting with investment analysis, portfolio management, client relations, and business development. Before joining Hollow Brook, Mark was an Associate at J.P. Morgan Private Bank. At J.P. Morgan, he served on a strategy and management team responsible for the US Private Bank. Prior to that, he covered ultra-high net worth clients serving as an investment analyst for the Oklahoma market. As an analyst, he was responsible for portfolio analysis and advisement on investment and credit solutions. Mark received a BSBA in finance from the University of Tulsa. At Tulsa, he was a 4-year letter winner on the golf team where he had the opportunity to compete in multiple NCAA championships. During his free time, Mark enjoys playing golf and competing in amateur tournaments in the Metropolitan section. Mark is a CFA charterholder.
We are dedicated to managing wealth with impeccable care through evolving market conditions.