Mark Foundos

Mark Foundos is a Portfolio Manager specializing in fixed income at Everett Harris & Co, based in San Diego, CA. With over two decades at the firm, he is responsible for overseeing client portfolios, providing investment advisory services, and developing strategies across a wide range of asset classes with an emphasis on municipal and corporate bonds, as well as other fixed income instruments. He works with both individual and institutional clients, contributing to the firm's management of approximately $10 billion in assets.

Before joining Everett Harris & Co, Mark was the Business Manager for The Disco Biscuits, where he handled operational and financial management duties, and he is currently also advising at Fortë. This breadth of experience has allowed him to build deep expertise in strategic portfolio allocation and client service across diverse industries including finance and consumer services.

Mark holds an MBA in Finance from Columbia Business School and a BS in Business Administration (Economics and Finance) from Georgetown University. His significant contributions include enhancing fixed income management frameworks and providing tailored investment solutions to high-net-worth individuals and organizations, focusing specifically on the fixed income sector within multi-asset portfolios.