Mark Loft

Mark Loft is a seasoned investment professional who most recently served as Senior Vice-President and Portfolio Manager at B. Riley Wealth Management in Memphis, TN, holding this position from August 2014 to May 2024. In this role, he managed client portfolios and provided strategic investment advice, focusing on high-net-worth individuals and families. While at B. Riley, his responsibilities included asset allocation, risk management, and development of customized investment strategies.

Throughout his nearly 40-year career, Mark has specialized in portfolio management across a broad range of asset classes, including equities, fixed income, and alternative investments. His sector focus has primarily included domestic and international equities, with experience managing investments for clients in both the Memphis and Northeast Ohio regions. Before joining B. Riley, Mark held senior advisory roles at leading firms such as UBS and Smith Barney, where he developed expertise in wealth management and investment strategy.

Mark holds a Bachelor of Science in Chemical Engineering from Christian Brothers College in Memphis and has additional studies at the University of Tennessee-Knoxville. His diverse engineering background informs his analytical approach to investment management. Notably, Mark is recognized for his client-focused service and dedication to long-term financial planning, as well as his extensive professional licensing, including FINRA Series 7, 63, and 65 registrations.