Mark is Market Executive for the Illinois and Wisconsin regions of Commerce Trust. In this role, he leads a team of professionals responsible for ensuring the growth, protection and preservation of client assets and delivering an outstanding client experience. Mark joined Commerce Trust in 2021. Previously, he was Managing Director at US Bank Private Wealth Management and Managing Director of BMO Private Wealth Management. Mark earned his Bachelor of Arts in Economics and Political Science, cum laude, at Northern Illinois University, his Juris Doctor, with distinction, at the University of Iowa College of Law, a Masters in Science of Taxation from Golden Gate University, and his Masters of Laws in Taxation, cum laude, from the Charles Widger School of Law, Villanova University. Mark serves as a board member at Goodwill Industries, a Roundtable member of the Cedarburg Community Foundation and a founding member and Co-Chairman of the Hastings Society for Economic Development. In his free time Mark enjoys playing golf with his daughters and oenology.
DOING GOOD WHILE REPOSITIONING YOUR PORTFOLIO FOR FUTURE GROWTH
Charitable giving presents the opportunity for investors to support causes or organizations important to them. For some investors, donating shares of publicly traded stock could be an appealing option for contributions.