Mark joined Capital Square, LLC upon its formation in January 2017 and was previously with Bellwether Investment Group, LLC after beginning his advisory career at UBS Financial Services in 2010.
Mark’s focus is on asset management, based on the reasoning that even the best-laid plans will not be realized if you do not earn the returns to pay for them. Mark’s work for his clients proceeds from the position that a client should pay high attention to the three things that can be controlled: investment costs, asset allocation and savings rate.
Mark enjoys knowing his clients well and providing them highly personalized attention. To ensure this level of attention, Mark generally requests a minimum relationship of $500,000, enabling him to keep a much smaller client base than do the majority of advisors.
Born and raised in Little Rock, AR, Mark moved to Memphis, TN in 1984 and after almost 31 years there, returned to Little Rock in May 2015. He and his wife Suzanne have two grown children.
Mark enjoys tennis, hiking, and skeet shooting, is new to road biking, and is trying to take up golf again after a multi-decade break.
JD, Cecil C. Humphreys School of Law, University of Memphis, 1989
MBA, Graduate School, University of Memphis, 1989
BSBA, Finance & Banking, Sam Walton School of Business, University of Arkansas, 1984