Mark is responsible for the firm’s strategic vision, research and trading decisions. His experience in the hi-tech and financial services industry dates back to 1986. Since then, his fervid passion for portfolio management compelled him to develop a unique back-to-basics investment philosophy. He founded Anchor Capital Management in 1994, which he later renamed Nepsis, Inc.
Mark has served as president of the financial planning division of a bank holding company, authored numerous articles and financial presentations and worked raising capital for corporate acquisitions.
Holding a B.A. from the University of Minnesota in speech communications, Mark has extensive experience in public speaking and presenting. His work is featured in various publications and he speaks at numerous industry press engagements, panels, and conferences.
By tying motivation and investment together, Mark helps investors find clarity and prepare their financial futures. He is a well-known industry speaker, having spoken at engagements with Financial Advisor magazine and conferences and the Financial Planning Association. He was also received a cover feature story in TD Ameritrade Institutional’s Solutions Magazine for his excellence in technology and client service.
As a trained and seasoned presenter, Mark addresses many different audiences on different topics including Baby Boomers and retirees on how to best avoid planning and investing pitfalls, corporate management teams on ROI principles, families on financial and investment planning, and financial planners on economy-neutral asset management. He has also written extensively on the principles of portfolio management in a bear market, as well as on market trends and expectations.
Through spoken and written word, Mark maintains a highly entertaining and unique perspective in an effort to bring clarity to investing and financial planning. His goal is to help investors invest for success. His work also includes activity across social media platforms and his popular blog… investingwithclarity.com.
Outside the office, Mark has served on several boards and advisory committees. Mark is also devoted to volunteering, playing golf and spending time with his wife and three children.
Notice: You are now leaving the Nepsis, Inc. website and going directly to the BNY Mellon | Pershing website.