Mark is a founding Principal of Meritage. He serves as co-manager of the Meritage Value Equity strategy, supports the Yield-Focus and Small Cap Value Equity strategies and drives the firm’s overall investment philosophy. Mark has over 40 years of experience managing institutional and private portfolios, preceded by four years as an institutional security analyst.
In addition to Mark’s portfolio management leadership, he is a primary contact to many of the firm’s institutional and private clients. A past president of the Kansas City Society of Financial Analysts, he currently serves on the national Board of Governors of the Investment Advisors Association, our industry’s leading trade association. He received his B.B.A. and M.S.A. in Finance from Wichita State University with Honors.
Mark’s outside interests include serious fitness training, political activism, studying history, and enjoying occasional “freedom rides” on his Harley.