Focus
Mark takes the lead in stock selection and overall portfolio management for the Roffman Miller Investment Committee. In addition to that role he works with other advisors at the firm to provide solutions for complicated client situations like concentrated stock positions, executive options, asset-based lending, and estate planning. Beyond the quantitative, Mark’s decades of experience offer a practical side to client conversations about investments, retirement spending, gifting and financial planning.
Education, Awards & Credentials
- Education:
- B.S. Electrical Engineering, Rutgers University
- MBA, Finance, Rutgers University School of Business
- Credentials:
- Chartered Financial Analyst® (CFA®), earned in 2006
Outside the Office
Mark’s background in engineering has provided him an analytical perspective that serves him well in his current role. Outside the office, Mark chases the professional peloton as an international cycling fan, allowing him to combine his passion for bike riding with a love of European travel. A Philadelphia native, Mark enjoys cheering for the Philly sports teams and as a third-generation baker, he’s right at home in the kitchen cooking and baking for holidays or the big game.
