With over 25 years of investment experience Mark has worked on meeting the unique needs of the affluent investor. As a trusted Financial Adviser, Mark helps individuals, families, and businesses manage and protect their wealth.
Mark joins Koda Capital following 14 years with Morgan Stanley Private Wealth in the role of Senior Vice President- Wealth Management. There he was one of the firms leading specialists in international investing and consistently qualified for recognition awards amongst his global peers. He was a two-time member of Morgan Stanley’s Directors Advisory Council in Australia, Arum Australis recipient, Chairman’s Council member, and President’s Council member. Prior to Morgan Stanley, Mark worked for Hartley Poynton in Sydney, as well as Oppenheimer and Co., Inc. in Chicago, Illinois providing investment advice. Mark currently serves on the Advisory Board of Sydney based Lucky You Cleanse Pty Ltd.
Mark received his Bachelor of Science degree in Economics from the University of Wisconsin – Madison. He is ASIC qualified to give securities advice in Australia and is NASD Series 7 licensed to provide international securities advice.