Mark Garfinkel

Mark is a graduate from Vanderbilt University and the Owen Graduate School of Management, where he earned his BA and MBA. Mark has 25 years of experience in the investment and wealth management industry, receiving his Chartered Financial Analyst designation in 1992 and working in various roles ranging from Personal Trust Portfolio Manager to Chief Investment Officer and Lead Portfolio Manager for a highly successful Small Cap Growth investment fund. Mark worked with SunTrust and Trusco Capital Management for 16 years managing personal trust and institutional equity and balanced portfolios, before developing and launching a Small Cap Growth investment discipline for the firm. Following his tenure with SunTrust, Mark was a founding partner and Chief Investment Officer for Perimeter Capital Management, a predecessor firm to Liquid Strategies, where he continued as the Lead Portfolio Manager for the firm's Small Cap Growth Strategy, helping to raise $2 billion in AUM's for the firm. Mark brings to Liquid Strategies a wealth of experience and expertise in the financial markets, portfolio management, investment research and evaluation, and client relationships.