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Mark Gordon

Mark Gordon

Chief Investment Officer at Wealth Architects, LLC

CA , United States

About

Mark R. Gordon is Chief Investment Officer and Shareholder at Wealth Architects, LLC, based in California, where he leads investment strategy, due diligence, portfolio monitoring, and quantitative analysis for the firm's clients. In this role, he is responsible for overseeing all investment processes and maintaining alignment with clients’ financial goals, focusing on explaining risk and improving clients’ understanding of the relationship between their portfolios and their broader life objectives.

His investment expertise covers multi-asset portfolio management, with particular focus on public equities, fixed income, and other liquid securities, as reflected in Wealth Architects' managed asset allocations. Gordon is experienced in addressing client needs across diverse sectors, including the management of individual and institutional portfolios, and he leverages robust quantitative and legal analysis in his decision-making.

Gordon brings over 25 years of experience in wealth management and legal services, having formerly served as Director of Portfolio Management and Chief Compliance Officer at Wealth Architects, LLC. He holds a JD from the University of Michigan Law School, an MPP from Duke University, and a BS in Political Science from Eastern Michigan University, and is both a CFA charterholder and CFP® professional. He is recognized for his thought leadership through published commentary on market conditions and investment strategy.

Career History

OrganizationRoleDate RangeDetails
Wealth Architects, LLCChief Investment OfficerJan 2014 to Present
Wealth Architects, LLCDirector, Portfolio ManagementJul 2009 to Present
Wealth Architects, LLCChief Compliance OfficerJan 2012 to Dec 2020
Charles SchwabVP- Financial ConsultantNov 2005 to Jun 2009
18th Judicial District of ColoradoDeputy District AttorneyJan 2002 to Jan 2005
Holme Roberts & Owen LLPLitigation AssociateJan 1999 to Jan 2002
Hon. Richard P. MatschLaw ClerkJan 1998 to Jan 1999
Grameen BankConsultantJan 1996 to Jan 1996
Internal Revenue ServiceConsultantJan 1994 to Jan 1995

Education

University of Michigan Law School

JD, Law

1995 1998

Duke University

MPP, Public Policy

1993 1995

Eastern Michigan University

BS, Political Science, Psychology

1989 1993

Skills & Expertise

Investment Advisory
Portfolio Management
Institutional Portfolio Management
Investment Policy
Certified Financial Planner
Manager Selection
Chartered Financial Analyst
Services
Management
Sales
Civil Litigation
Legal Research
Project Management
Financial Services
Microsoft Office

Others at Wealth Architects, LLC (5)

NameRoleLocation
Curtis Campbell
Curtis Campbell
PrincipalReno, NV , United States
Justin Mazzon
Justin Mazzon
Associate Portfolio AnalystCA , United States
Samuel Mitsui-Reyes
Samuel Mitsui-Reyes
Associate Portfolio AnalystMountain View, CA , United States
Vivian Tang
Vivian Tang
Portfolio AnalystMountain View, CA , United States
Wendy Jankoski
Wendy Jankoski
President and Chief Investment OfficerSarasota, FL , United States

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