Mark Hoffman, Phd, Cfa Email & Phone Number

As Chief Investment Officer for Fulton Financial Corporation and Fulton Private Bank, Mark leads a team of client-focused portfolio managers and is responsible for the firm's investment strategy including strategic and tactical asset allocation, manager selection/due diligence, and portfolio construction.In his prior role at PNC, Mark was a key investment leader focused on developing innovative investment solutions for institutions, families, and individual investors. He oversaw multiple teams that built the tools and executed on PNC's investment strategies across PNC Institutional Asset Management, PNC Private Bank and PNC Private Bank Hawthorn (PNC's ultra-high-net-worth practice). These included a broad range of multi-manager, multi-asset class model portfolios and UMAs, a proprietary direct indexing program that incorporated tax management and/or responsible investing/ESG objectives, and derivative strategies delivered via options and structured notes. Mark also oversaw the teams responsible for trade implementation and execution for the proprietary and open architecture third-party equity separately managed account (SMA) programs and the UMA program. Mark was regularly invited to speak on the market environment and investment topics at PNC client events and industry conferences, and he was a key partner in driving client acquisition among the most sophisticated institutions and ultra high net worth families. Previously at PNC, he played a key role in designing and building out PNC's hedge fund and private equity programs. Prior to joining PNC, Mark was an analyst at two hedge funds where he conducted detailed research into a wide variety of trades including merger arbitrage, long/short equity, sovereign debt CDS, interest rate derivative, and other event-driven trades across the capital structure. Following completion of his PhD in theoretical physics where he focused on early universe cosmology, Mark began his business career at McKinsey and Company, where he worked with senior management of leading companies in the pharmaceutical industry.

Listed skills include Hedge Funds, Financial Modeling, Alternative Investments, Equity Valuation, and 8 others.