Mark Green

Mark Green is Principal and Portfolio Manager at Diversified Trust in Charleston, SC, where he specializes in crafting customized investment strategies for high-net-worth individuals and institutional clients. His approach focuses on tailoring solutions to each client's unique financial circumstances, overseeing the consistent execution of investment plans aligned with both strategic and tactical market views. Mark's investment expertise spans equities, fixed income, alternative assets, and multi-asset portfolios, with an emphasis on serving clients across the Southeast United States.

Previously, Mark held senior roles at Bank of America Private Bank (U.S. Trust), managing portfolios for both private and institutional clients throughout South Carolina. He began his career in management consulting and research with Wells Fargo, enriching his perspective on both traditional and alternative investment strategies.

Mark holds a B.S. in Economics and B.A. in History from the College of Charleston. He is a Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®), recognized for his leadership and service in the investment industry and community involvement, including receiving the President’s Volunteer Service Award.