Investment Operations Specialist
Mark joined Perigon in February of 2022 as an Investment Operations Specialist after serving as a Client Service Associate at an independent RIA in Atlanta. There are many roles in our industry for the NextGen to consider and Mark hopes this position will further develop his understanding of the route he wants to take in his career.
Mark’s goals at Perigon are to implement processes and procedures to ensure operations are run efficiently and to work with the company’s CIO to create investment models for our Wealth Advisors.
Mark earned his BA in Finance from Berry College, where he also played football for four years and basketball for two years. He currently works in Perigon’s Atlanta office.