Prior to founding the firm in 2005, Mark managed separate portfolios for clients for over 8 years while at Merrill Lynch and Morgan Stanley. While he was at Morgan Stanley, he was part of a select group that was granted the responsibility of managing customized portfolios for clients. He first implemented his Earnings Revision Growth strategy in 2002 and his Earning Revision Dividend Growth strategy in 2003.  He received his B.A. from the University of Southern California in 1994.