Performance Reporting Analyst
As a performance reporting analyst at Laird Norton Wealth Management (LNWM), Mark helps ensure that clients are receiving accurate, timely and informative updates on their portfolio performance. Prior to joining LNWM, Mark was a reporting/operations consultant at Envestnet Tamarac, where he advised RIAs (registered investment advisors) on account reporting software and other needs.
Designations and Education
- B.S. in Business and Environmental Economics