As CIO, Mark oversees the management of the firm's Global Target Risk Series of investment solutions, a suite of global all asset portfolios. Mark also serves as the primary voice of the firm, both in written commentary and in public appearances.

As a member of the Innealta Investment Committee, direct portfolio management decisions across four tactical multi-asset-class exchange-traded fund (ETF)-based strategies. Publish commentary to support the work of the Investment Committee. Leverage extensive ETF-specific knowledge and Innealta Capital’s unique competencies in managed ETF-portfolio solutions to expand firm visibility and growth across a range of advisory platforms and client profiles. Develop investment-related quantitative frameworks using the R and Matlab statistical computing platforms, with particular emphases on time-series and cross-sectional valuation analytics.2012 – 2014Inform investment decisions through the quantitative estimation of the risk-relative return potential of a multi-asset-class investment opportunity set within the context of evolving global macroeconomic conditions. Utilizing both R and Matlab, replicate (from original non-code-based systems) and enhance Innealta's quantitative frameworks to create a foundation for expansion in analytical capabilities. Develop user interface for the frameworks to ease review, reporting and diagnostics.2009 – 2011Aid in the due-diligence review of acquisition candidate, Innealta Capital. Post-acquisition, systematically integrate Innealta’s portfolio management and research processes into the broader firm and direct the investment-related aspects of the expansion in Innealta product distribution.2004 – 2009Champion the reengineering of the Al Frank value investment methodology, shifting from ad-hoc, individual stock analyses to an algorithmic, factor-driven approach emphasizing cross-sectional peer-relative domestic-equity valuations. Advance portfolio construction methodologies to elevate portfolio diversification. Specialize in technology industry coverage: research and publish monthly technology industry investment newsletter; regularly appear on business news television to discuss the technology industry and value investing.

Establish and develop primary technology and financial research group for a magazine publishing firm. Direct all aspects of research group development, editorial, production and marketing. Manage a team of research analysts and freelancers. Exhibit research group capabilities through industry panel moderation, media briefings and conference presentations. Author and edit research reports and data- and analytics-focused magazine articles covering economic-, financial- and technology-related topics for a monthly print magazine and an online daily magazine. Tenure includes the closure of the original Red Herring and relaunch of its successor firm and publication.

Author data- and analytics-focused articles covering economic-, financial- and technology-related topics for two magazines. Provide a live-televised weekly review and analysis of upcoming IPOs on cable channel CNNfn's, "The N.E.W. Show." Author a weekly column covering IPOs. Co-develop and choose component companies of The Standard 100, a tradable equity index.

PartnerCoordinate all internal operational and financial activities of the firm. Create then manage new client relationships. Secure financing for technology start-ups. Author valuation models and negotiate funding. Develop and manage Content Unwired LLC, a wireless industry research firm and Fuzhen Group spin-off.Director, Advisory ServicesCreate Advisory Services group as provider of financial advisory services to new and small to medium sized businesses. Direct private investment activities of the firm. Execute searches for investment opportunities and lead target-specific financial analyses.

Support senior analyst in coverage of the Wireless Services industry.

Support senior analyst in coverage of the Paper & Forest Products industry.

Lead analyst for the Corporate Real Estate/Facilities Management Practice. Execute process and organizational re-engineering projects based on activity-based performance benchmarking studies. Manage relationships with more than thirty clients across ten industries.