Mark Flatow, CFA, has extensive experience in wealth advisory and investment management. They served as Principal and Chief Operating Officer at Inscription Capital and Family Office from 2018 to 2022, followed by the role of Chief Operating Officer at Drake & Associates, LLC from 2022 to 2023. Prior to these positions, Mark worked as a Portfolio Management Associate at Morgan Stanley and as a Financial Advisor at UBS. Currently, they are the Senior Vice President and Portfolio Manager at Associated Bank and hold the position of Principal and Investment Portfolio Manager at Revise Capital. Mark earned a Bachelor of Arts in Economics and Managerial Studies from Rice University in 2006.
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