Mark is a CFA Charterholder with nearly 30 years of experience managing globally-diversified investment portfolios for trusts and providing investment-related consulting services for independent trustees, law offices that serve as trustees, and fiduciary litigators. Trustee consulting services include Investment Strategy development, Investment Policy Statement creation, investment manager due diligence, and the adoption and implementation of investment-related best practices. You can read more about Mark and Third Day Capital Management at


Accepting New Clients


Accepts Trusts/Business in Other States


Services Offered

Trustee - Coach / Consultant, Financial Advisor

Types of Trusts / Specialties

Businesses in Trusts, Real Estate in Trusts, Discretionary Trusts

Contact Mark


4600 South Syracuse Street 9th Floor Denver, Colorado 80237

Send an email to Mark


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