Wealth Management and Water Conservation

Southeast Green - Speaking of Green

Mark has managed “SRI/ESG/ Impact Investing style” discretionary strategy within the Morgan Stanley Portfolio Management platform since 2000. Over the past decade, He has seen the growth of Impact Investing in other areas of the world and now, finally, in mainstream America. Mark was recognized by Smith Barney, prior to the merger, as a “Green” financial advisory professional. The more involved he became in SRI/ESG the more interested he became in the actions of the corporations headquartered in his own backyard. So in 2009, he co-founded the Southeast Corporate Sustainability Ranking. It ranks publicly traded companies according to standardized environmental, social and governance scores. Recently, Mark was asked to serve on the Morgan Stanley Advisory Board to champion the Investing with Impact platform at Morgan Stanley. Mark holds the position of Senior Vice President of Wealth Management at Morgan Stanley. In addition, he is a Senior Investment Management Consultant, Senior Portfolio Manager and Financial Planning Specialist.