Mark Steen, CFA
As Managing Director of Blue Rock, Mark’s primary responsibilities include sales and client service. As a member of Blue Rock’s Investment Committee Mark also contributes to investment manager research, oversight and portfolio monitoring. He has been in the investment business since 1990.
Prior to joining Blue Rock in 1991, he worked at Prudential-Bache Securities as a research analyst for a Senior Investment Consultant specializing in the management of Taft-Hartley accounts. His responsibilities included evaluation and research of traditional money managers.
Mark graduated from the University of Minnesota Carlson School of Management in 1990 with a B.S.B. in Finance. Mark is a CFA® charterholder and is a member of the CFA® Society of Minnesota and the CFA® Institute.
Mark serves on the board of directors for The Tim and Jeannie Hamann Foundation, a nonprofit organization supporting cancer research and patients. Mark is also a board member emeritus for True Friends, a nonprofit organization serving children and adults with disabilities.
Mark can be reached at (952) 229-8710 or firstname.lastname@example.org.