Mark D. Biegel

Co-Founder, Partner and Senior Portfolio Manager

In 1998, Mark left a large professional services organization to create a client-centric firm with a multidisciplinary approach to asset management. His new firm’s flexibility fueled Mark’s enthusiasm for investing. His ability to sift financial data and identify secular trends proved prescient as the firm successfully navigated clients through the “dot com bubble.” Today, as Chair of the investment committee, Mark leads the effort to design strategies that keep abreast of our clients’ complex, demanding needs.

“Every morning, I wake up early to begin processing the news of the day,” Mark says. “My focus is to manage portfolios to achieve optimal return and risk balance for each of our clients. I take great pride in knowing our team shares my passion for the financial markets and a fervor for exceptional client service.”

Mark is a member of the Maryland Bar and a Certified Public Accountant. Prior to establishing the firm, he honed his knowledge of derivatives at Prudential. Additionally, Mark worked at Deloitte & Touche and KPMG Peat Marwick. A cum laude graduate of the University of Maryland at College Park, he holds a J.D. from the University of Baltimore School of Law. 

Mark is the father of two medically fragile children. Consequently, Mark supports philanthropic organizations that address the needs of medically challenged children. He has donated both funds and his time to several nonprofit boards over the last decade.