Mark is Co-Founder and Partner of Cumulus Wealth and has over 20 years’ experience in the securities industry. He specialises in a range of advisory services including portfolio management for a range of high net worth and institutional clients and corporate and strategic advice to both emerging public companies and strongly growing pre-IPO staged businesses.
Mark manages portfolios for high net worth individuals and self-managed superannuation funds primarily via managed discretionary accounts. Portfolios are individually tailored with a primary focus on wealth preservation via absolute return-based strategies. Mark’s experience within ECM has been driven by a passionate curiosity to understand how each business works, where it fits within its respective industry, and how to assist the Company to achieve its growth objectives. He has led or been actively involved in pre-IPO, IPO’s, placements, and underwritings across the gold, technology, medical device, resources, and biotechnology industries.
