Client Portfolio Manager
As a Portfolio Manager, Mark works closely with Bridgeport’s clients to manage all aspects of their wealth management needs.
Mark has over 12 years of experience working with clients in the independent investment counselling world. Prior to entering the wealth management industry, he gained experience as a commercial credit analyst at a Big 3 auto manufacturer.
Earned an Honours Commerce degree from the University of Manitoba with a double major in accounting and finance.
Mark is a CFA Charterholder.
WHAT HE LOVES MOST ABOUT HIS JOB:
With every client interaction, Mark enjoys ensuring each client is better informed and more secure in the knowledge that the Bridgeport team is working with them to achieve their goals.
ON THE WEEKENDS:
If not golfing or running, Mark likes to work with his hands to keep everything working and looking tip-top.