Mark worked in the defined contribution industry for morethan 30 years and served as an independent advisor since 1999. Mark's career focused on providing investment advisory services to fiduciaries of corporate retirement plans. Based in Los Angeles, he served clients from New York toHonolulu. Mark has been frequently quoted in national media and regularly spoke at events on retirement, investment and educational issues. Mark has testified before both the House Ways & Means and the House Education and LaborCommittees. He served on the Board of Directors of ASPPA, the American Society of Pension Professionals and Actuaries and on the founding Committee of NAPA, the National Association of Plan Advisors. He was honored with the opportunity to join the Advisory Board of the John Marshall School of Law in Chicago Center for Tax Law and Employee Benefits. Mark was named one of the “Top 50 RetirementAdvisors” by the 401kwire. Earlier in his career Mark was with Fidelity, Schwab, and GE Capital. Mark lives in Scottsdale, Arizona, with his wife, Tricia.
