Mark Loehr

Mark is a seasoned leader with extensive experience in the financial sector and retired former partner and council at Morgan Lewis & Bochius. Mark’s vision for OpenExchange is driven by his ability to see where traditional financial services are enhanced by technological advancements. He was previously CEO of Soundview Technology Group and, through its acquisition of Soundview, an EVP of Charles Schwab Corp. Before Soundview, Mark was the head of investment banking of the firm’s predecessor, Wit Capital, the first online investment bank, known for pioneering innovation to the distribution of IPOs. Earlier in his career, he was with Smith Barney, and was president of Smith Barney Pacific, head of global equity sales and head of equity capital markets. Mark currently serves on the board of Proctor Academy. He earned his BA in economics from Cornell University.