About Mark

Mark advises a select number of clients with portfolio management, asset allocation, wealth planning, private investments and impact integration.  Since joining William Blair in 1983 and becoming a Partner in 1988, Mark is now in his third career in William Blair's Private Wealth Management business, having previously been a member of the Institutional Equity Sales and Investment Management Departments. During his tenure in the Investment Management Department, Mark was a founder and Co-Portfolio Manager of the William Blair Small Cap Fund, Co-Portfolio Manager of the William Blair Growth Fund and Co-Portfolio Manager of William Blair's Tax Efficient Growth Equity strategies. Mark has considerable not for profit Board experience and is currently a Board member of the Golden Apple Foundation and Indian Hill Club. He also serves on the pension investment Board for the Village of Winnetka Firefighters and the Endowment Investment committee for the Winnetka Community House.

Education

Northwestern University, B.S.
Kellogg School of Management at Northwestern University, M.B.A.

About William Blair

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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