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 https://third-day-capital.com.
Accepting New Clients
Accepts Trusts/Business in Other States
Trustee - Coach / Consultant, Financial Advisor
Types of Trusts / SpecialtiesBusinesses in Trusts, Real Estate in Trusts, Discretionary Trusts
4600 South Syracuse Street 9th Floor Denver, Colorado 80237