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Mark Carlton, CFA®

Mark formed Trademark Financial Management, LLC in 2000 to offer money management and consulting services to other financial professionals and individual investors.

Mark graduated from the University of Minnesota in 1986, with a B.A. in history and a minor in anthropology. In 1998, he completed the Chartered Financial Analyst® program and is a current CFA® charter holder.

Mark has managed bond mutual fund portfolios since 1987 and stock mutual fund portfolios since 1991.

His spare time is spent reading non-fiction, playing softball, watching baseball games, and coin collecting. He’s an accomplished nature photographer and many pictures of his travels to the Upper Midwest hang in our office.