Mark CawyerWritten by admin on Jun 02, 2017
Mark Cawyer is the Managing Principal, Portfolio Manager and a Wealth Management Advisor with more than 20 years of investment management and financial planning experience. He holds a BBA degree in accounting from Abilene Christian University and an MBA degree from the University of Texas at Austin with a concentration in investment finance and portfolio management. He holds the NASD Series 7, 63 and 65 licenses.
He began his career in public accounting as a CPA, auditing publicly and privately traded companies and was also a business management consultant for several years prior to focusing on a career in the investment management industry. Mark has been an investment manager for an institutional equity fund and ran his own investment research and advisory firm prior to transitioning his business to Merrill Lynch in early 2004. Realizing he could better serve his client’s interests under the RIA (Registered Investment Model) fiduciary model, he started Navigo Wealth Management in 2008 and has since served as the Managing Principal. He currently lives in Sugar Land, Tx with his wife, son and daughter.
Posted By Navigo Wealth Management