Mark J. Robles
Mark J. RoblesPrincipal Managing Director Lead Portfolio Manager
Mark has over 35 years of investment experience. With leadership roles at Merrill Lynch, Wachovia Securities and AG Edwards as a Senior Vice President-Branch Manager. Notably, Mark was an advisor to the County of Orange, and a member of the Investment Advisory Commission for the City of Mission Viejo.
Mark specializes in active portfolio management for high net-worth relationships, utilizing alternative investments. Mark holds a BA degree in Economic and Political Science from Claremont McKenna College, and holds a Series 7,8,63 & 66 Securities License and California Insurance License # 0A17337. Mark is considered an expert in alternative investing and is frequently asked to participate in finance conferences to share his expertise on alternative investment for the individual and institutional investor.
Mark is active with the Claremont McKenna Alumni association, recently serving as Chapter President.
Mark played soccer while at Claremont McKenna and has coached his children’s soccer teams. In addition, for fun, Mark enjoys dirt bike riding in his spare time and following World Cup Soccer.