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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Wealth Architects, LLC | Chief Investment Officer | Jan 2014 to Present | — |
| Wealth Architects, LLC | Director, Portfolio Management | Jul 2009 to Present | — |
| Wealth Architects, LLC | Chief Compliance Officer | Jan 2012 to Dec 2020 | — |
| Charles Schwab | VP- Financial Consultant | Nov 2005 to Jun 2009 | — |
| 18th Judicial District of Colorado | Deputy District Attorney | Jan 2002 to Jan 2005 | — |
| Holme Roberts & Owen LLP | Litigation Associate | Jan 1999 to Jan 2002 | — |
| Hon. Richard P. Matsch | Law Clerk | Jan 1998 to Jan 1999 | — |
| Grameen Bank | Consultant | Jan 1996 to Jan 1996 | — |
| Internal Revenue Service | Consultant | Jan 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
Others at Wealth Architects, LLC (5)
| Name | Role | Location |
|---|---|---|
| Principal | Reno, NV , United States | |
| Associate Portfolio Analyst | CA , United States | |
| Associate Portfolio Analyst | Mountain View, CA , United States | |
| Portfolio Analyst | Mountain View, CA , United States | |
| President and Chief Investment Officer | Sarasota, FL , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Principal | Osborne Partners Capital Management, LLC | San Francisco, CA , United States | |
| Investment Analyst | Osborne Partners Capital Management, LLC | San Francisco, CA , United States |