Building a balanced portfolio for every life stage
One of the fundamentals of successful investing is creating a portfolio that's in sync with your financial goals. In this session, we’ll review how E*TRADE Prebuilt Portfolios are constructed and how they can work for you.
Senior Director of Investment Strategy for E*TRADE Capital Management, LLC.
Prior to joining E*TRADE in 2006, he was AVP, Private Client Services for TD Ameritrade, with a focus on the asset management of high-net-worth individuals. Mark started his career in 1998 as a Registered Representative and has held various roles in the retail brokerage industry. Mark is a graduate of the University of Wisconsin–Eau Claire with a BBA in Finance – Investments and holds the Chartered Retirement Planning Counselor (CRPC) and Certified Investment Management Analyst (CIMA) designations.