Mark received his MBA from Wake Forest University’s Babcock Graduate School of Management in 1983 with concentrations in finance and investments. He received his undergraduate degree from the University of North Carolina at Chapel Hill in 1974, majoring in Political Science. Prior to joining Salem, Mark held senior family relationship management positions for over 20 years with specialized wealth advisory and family office firms, Wachovia Capital Management and Atlantic Trust Private Wealth Management, serving and coordinating all aspects of client families’ financial management needs. At Salem and prior firms, Mark’s fixed income specialization and responsibilities included coordination of strategy, allocation, management and trade execution. Mark has enjoyed active leadership roles and board activities in the Winston-Salem community throughout his professional career.
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