Mark manages investment strategy and portfolio management at Peachtree Investment Advisors. Prior to joining Peachtree Investment Advisors, Mark founded and managed Piedmont Asset Management, LLC, an Atlanta based investment advisory firm.
He was formerly the lead portfolio manager of the Peachtree Group at Neuberger Berman, LLC, and prior to that, served as Group Vice President and a member of the Investment Policy Committee for the Personal Investment Counseling division of SunTrust Banks, Inc.
Mark is a member of the CFA Institute and the CFA Society of Atlanta. He currently serves on the Board of the National ALS Association and is Chair of the Association’s Finance Committee. He was previously Chairman of the Board of the ALS Association of Georgia, where he served as a board member for six years. Mark is an elder and former Chairman of the Finance Committee at Trinity Presbyterian Church.
He earned a B.S. in business administration with a concentration in finance at the University of North Carolina at Chapel Hill. Mark and his wife, Cindy, reside in Marietta with their two daughters.