Staff Author

Mark wrote about investing and finance for The Balance and The Balance Careers. During his career, he's served in many roles including:

  • Investor and market watcher for 40+ years. Education and work experience in economics, financial analysis, and quantitative methods
  • Author of the case-based career management handbook Career Confidential: An Insider’s Guide to Business. The financial careers expert for from 2008 to 2016
  • Small business consultant, freelance writer, and business school guest lecturer on management, marketing, strategy and entrepreneurship. Developer of study materials related to finance and economics for an ESL course aimed at business professionals and university students


 In 14 years with Merrill Lynch, Mark had a leading role in designing state-of-the-art systems for profitability analysis and client relationship management, recognized as the most advanced on Wall Street, and which guided corporate strategy. Through this work, Mark gained thorough knowledge of the securities and wealth management products offered to individual investors. He later led market research and data mining efforts aimed at increasing the firm’s market share among high net worth investors. Earlier, at AT&T, Mark developed a sales forecasting system based on financial models of key corporate clients, before moving into project analysis. As a management consultant with Touche Ross, which later merged with Deloitte, bank operations and mutual fund accounting were his particular areas of expertise.


 Mark received his MBA from The Wharton School of The University of Pennsylvania in finance and his Bachelor's from Harvard College, magna cum laude in economics.

About The Balance and Dotdash

The Balance makes personal finance easy to understand. It is home to experts who provide clear, practical advice on managing your money. Whether you’re looking to invest, buy a home, save for retirement, or achieve another financial goal, The Balance will answer your questions with straightforward personal financial advice.

The Balance is part of the Dotdash publishing family. For more than 20 years, Dotdash brands have been helping people find answers, solve problems, and get inspired. We are one of the top-20 largest content publishers on the internet, according to comScore, and reach more than 30% of the U.S. population every month. Most recently, Dotdash was named Publisher of the year by Digiday, a leading industry publication.