Mark Poelma, CFA

Mark Poelma, CFA has a diverse work experience in the finance industry. Mark currently holds the position of Vice President at EPIQ Capital Group, where they started in January 2023. Prior to this role, Mark worked as an Investment Associate at EPIQ Capital Group from February 2019 to January 2023.

Before joining EPIQ Capital Group, Mark gained valuable experience at Fidelity Investments, starting in 2012. During their time at Fidelity, they held various roles including Client Service Analyst, Investment Consultant, and Premium Relationship Associate. In these positions, Mark demonstrated their expertise in providing exceptional service to clients and collaborating with colleagues on complex issues. Mark also played a significant role in maintaining and growing a portfolio of business.

Mark's career in finance began at Wells Fargo, where they worked as a Teller from July 2009 to November 2010. This early experience allowed him to develop their financial skills and lay the foundation for their successful career.

Overall, Mark Poelma, CFA has a strong background in finance, with expertise in client service, investment consulting, and business development.

Mark Poelma, CFA, completed their Bachelor of Science (B.S.) in Finance, General at the University of Nevada, Reno, from 2006 to 2011. In August 2018, they obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute.