Mark is an investment industry veteran. Over the past three decades he has provided stock, mutual fund and ETF analysis, as well as overall portfolio analysis, and information on economic and market dynamics to advisory firms nationwide. He is a long-standing member and past board member of the CFA Institute & CFA Society of Portland, and SIFMA Research Director and a CFA Research Challenge Judge. He was formerly a Director of Private Client Research at multibillion dollar advisory firm which handled over $28 billion of assets under management.
for regulatory questions for IT solutions for issues ranging from cash-flow to payroll
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