Mark S. Smith

Co-founder, President and CEO Portfolio Manager

Mark has served as President and CEO of ChartMark Investments, Inc. since the company's founding in 2001. Prior to founding ChartMark, Mark spent seven years as Associate Vice President and financial advisor with Morgan Stanley, where he provided strategic, financial planning and investment advice to a wide variety of clientele. Prior to his career with Morgan Stanley, Mark spent one year as an analyst with The Federal Reserve Bank of Kansas City. Mark graduated from the University of Oklahoma with a B.B.A. in Finance in 1993. His analytical work and client consulting experience in a Wall Street environment gives Mark the ability to discern client needs as they relate to the financial markets. Mark's interaction with world class investors and fund managers creates a well-developed view and critical understanding of macroeconomic environments, industry trends, and specific company performance dynamics. In addition, his daily experience as a former stockbroker provides an excellent foundation for daily portfolio management. Mark also had management roles at Morgan Stanley and the Federal Reserve, thus adding to the leadership and organizational competence of our company. Mark's focus is on daily management of the company, portfolio management and company strategic direction. 

During 2007 Mark was named by the Tulsa Business Journal as one of Tulsa's "40 under 40". In addition The Journal Record named Mark to their 2007 class of "Achievers Under 40".

Mr. Smith is a member of the Board of Directors of the American Portuguese Biomedical Research Fund, Inc. He is also on the Advisory Council for Christ the King in Tulsa and a member of the Finance Council of the Catholic Diocese of Eastern Oklahoma. Mr. Smith receives no compensation for these volunteer activities.

Phone (918) 477-7685