Mark Motley

Mark Motley, MBA, CFA, is a Founder, Investment Manager, and Shareholder at Foster & Motley, Inc., a Cincinnati-based wealth management firm. He co-founded the firm in 1997 and currently plays a key role in investment strategy, portfolio management, and client advisory, serving high-net-worth individuals and families with customized financial planning and investment solutions.

With over 25 years of industry experience, Mark specializes in diversified portfolio management and takes an active approach to asset allocation across equities, fixed income, and alternative investments. He emphasizes a fee-only, client-centric philosophy and is known for his fiduciary commitment and long-standing client relationships. Prior to Foster & Motley, he served as President and Portfolio Manager at Caledonian Asset Management Corporation.

Mark holds the Chartered Financial Analyst (CFA) designation, an MBA, and a Bachelor of Economics from the University of Kentucky, reflecting his strong analytical background and commitment to continued professional development. Under his leadership, Foster & Motley has become recognized for its objective, independent advice and high standards in wealth management, consistently prioritizing clients' best interests and innovation in investment management processes.