Mark Stephens is an experienced finance professional currently serving as Portfolio Director at Brooks Macdonald since May 2022. Previous roles include Investment Manager at Cartlidge Morland from May 2020 to May 2022 and a significant tenure at Howe Maxted Group Ltd from November 2011 to May 2020, where Mark held positions as Investment Manager and Private Client Portfolio Manager/Head of Investment Proposition. Mark has a strong background in managing risk-rated model portfolios, overseeing fund selection and asset allocation, and regularly engaging with Fund Managers and Investment Houses. Mark earned a BA Hons in Accounting and Finance from the University of East London between 2008 and 2011.
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