Mark is responsible for the general management of the company. He also oversees Canopy’s compliance program with respect to its status as a Registered Investment Advisor, and the firm’s policies, procedures and code of ethics.
Mark joined the team in 2017 with a background in supervision and compliance. He received a Bachelor of Science in Finance from the University of Arizona Eller College of Business and has earned the CERTIFIED FINANCIAL PLANNER™ certification to bolster his knowledge of financial planning in a fiduciary capacity.
Before joining the financial planning world, Mark worked nine seasons in Minor League Baseball as a professional umpire and still makes the rounds as an NCAA umpire whenever possible. Even after all those years on the road, crisscrossing 36 states, he still loves to travel in his free time.
As a native Phoenician, he takes full advantage of the incredible weather - hiking and spending time outdoors with his family as often as possible. Mark also has a passion for trying new restaurants, having never met a steakhouse he didn't like.