Mark is the Senior Portfolio Manager for the UBS Managed Portfolio of Funds strategies as well as a voting member of the Portfolio Strategy Group Investment Committee. He also serves as Deputy Director of Investment Management Research and Director of Socially Responsible and Sustainable Investing (SRI). Prior to his present role, Mark was responsible for product development in the private client and institutional advisory businesses at UBS. Before that role he was the head of institutional manager research for the firm.
Mark's focus on sustainable or "ESG" investing includes chairing the UBS Global SRI Roundtable and participating as UBS Wealth Management Americas' representative to the United Nations Environmental Programme Finance Initiative North American Task Force. Throughout his career he has organized, participated in and spoken at industry events pertaining to sustainable investing, institutional benchmarking of investment portfolios, market research, and retirement account investing.
Mark is a graduate of Northwestern University and is FINRA Series 7, 24, 63, and 66 licensed.