Mark serves as the fixed income Portfolio Manager, where he specializes in fixed-income trading and portfolio implementation, high-level analytics, closed-end fund research and trading, and heads up the group’s research efforts.

David has worked in the industry for over 25 years. Prior to Agile Advisory, David worked in a similar role as Managing Director at Raymond James in Atlanta. While there, he worked closely with many of the firm’s top clients, supervised all closed-end fund and ETF trading, and served a senior role on the investment committee. Prior to that, he held similar positions within Morgan Keegan & Co., First Union Capital Markets, McDonald Investments, and Register and Akers Investments in Atlanta, among others.

David has been a featured speaker at numerous conferences, seminars, and client events, sharing his fixed-income expertise and articulating the firm’s strategies to a wide variety of audiences.

A longtime Atlanta resident, David is a graduate of Georgia State University, where he earned both a Bachelor of Science in Economics and a Master of Business Administration. He also holds the Chartered Financial Analyst designation.

David and his wife of over twenty years, Audrey, are proud parents of their children, Camille, Charlotte, and Colin. They enjoy following their children’s athletic and academic endeavors while traveling around the world as a family. In his spare time, he enjoys the occasional round of golf, reading a good book, and watching an Atlanta United game.