Mark M. Green, CFA  

Chief Investment Officer, Oxford Financial Group, Ltd

 

Mark Green is the Chief Investment Officer for Oxford Financial Group, Ltd. Mark is a Shareholder and member of the Board of Directors. He serves as Chair for both the Investment Policy Council and Investment Strategy Group. Mark is also a member of the Senior Management Committee and the Trust Investment Policy and Strategy Committee. His primary responsibility is to lead the firm’s Investment Management Team and develop the long-term vision, policy and strategy for Oxford’s Investment Services practice.

 

During his 20 years in the investment management industry, Mark has had extensive experience with both traditional and non-traditional investment strategies, including hedge funds, private equity, real estate and illiquid investments. He has held leadership positions in several investment organizations, serving both private and institutional clients.

 

Mark’s career experience covers a broad range of areas including:

  ●  Econometric modeling

  ●  Detailed analysis of individual markets, companies and securities

  ●  Strategic and tactical asset allocation, and

  ●  Managing the resources of an investment management firm.

 

Particular areas of expertise include development of investment policy and guidelines; asset allocation and risk management; and manager evaluation and selection.

 

A graduate of San Francisco State University, Mark holds both a bachelor’s and master’s degree in economics, as well as a bachelor’s degree in international relations. Mark is a Chartered Financial Analyst charterholder governed by the CFA Institute.

 

“Managing risk involves a combination of science and art—a disciplined analytical framework, tempered by reasoned judgment and experience.”