Mark Loftin, CFA®
Mark has over 20 years of investment industry experience, and has held analyst and investment 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 with a one-year overseas study in London, England.
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 is also a member of the Chartered Financial Analyst Society of San Francisco. An avid Bay Area sports fan, he enjoys both the San Francisco 49ers and the San Jose Sharks. Mark also plays the drums, and has played live and recorded albums with local bands.