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Mark Loftin, CFA®

Mark Loftin, CFA®

Financial Advisor

Mark has over 25 years of investment industry experience, and has held analyst and trading operations positions with SCM Advisors and Montgomery Securities (now Bank of America Securities) in San Francisco. He first became interested in finance participating in a stock picking game his senior year in high school, and went on to receive his Bachelors in Finance with Honors at CSU Sacramento.  While at CSU Sacramento, Mark was a Kappa Sigma Fraternity Found Father and is currently an active alumni.

In addition to being a Series 7 & 63 registered financial advisor, Mark is a Chartered Financial Analyst and conducts the monthly investment meetings for the office.  Mark’s hobbies include mountain biking, hiking and golf and travel.  A couple of Mark’s favorite hikes include Mount Whitney and the Grand Canyon’s Bright Angel.  Mark also plays the drums, and has played live shows and recorded albums with local bands.  An avid Bay Area sports fan, he enjoys both the San Francisco 49ers and the San Jose Sharks