
Mark serves as the Director of Investments for Atlatl Advisers. Mark is the Baird Professor of Finance and Director of the Wealth Management & Financial Planning Program in the Wisconsin School of Business. His research and teaching interests include investment management, wealth management & financial planning. For more than two decades he was the director of the UW Madison Applied Security Analysis Program (ASAP).
Mark earned his Ph.D. from the University of Wisconsin-Madison. He is associate editor of the Financial Planning Review, the flagship publication of the CFP Board. In his role with ASAP, Mark managed equity and fixed income portfolios for the UW-Madison Foundation and UW-System. For many years, Mark was a consultant to the UW-System where he selected outside investment managers and wrote investment policies. In addition, he co-managed an alternative asset portfolio, a fund of funds, and a long-short equity fund between 2000 and 2012. Since 2015 he founded his own registered investment advisory firm which, after joining forces with the remainder of the team developed into Atlatl Advisers.