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Upon graduating from Valparaiso University
School of Law, Mark worked as an attorney with
the law firm Berry Moorman, P.C. in Detroit.
At Berry Moorman, Mark focused his practice
in estate planning, tax, corporate law, and
trust and estate administration. Mark later
joined the law firm of Heritier Nance &
Sheridan in Troy, Michigan, where he expanded
his practice to financial planning for high
net worth clients and corporate mergers and
acquisitions.
Prior to forming Miller Capital Partners, Mark
was a member of the Private Management Group
at Munder Capital Management. At that time,
this investment firm managed nearly $53 billion
in assets. The Private Management Group of Munder
focused on investing for high net worth individuals,
foundations and endowments.
Mark is President of Miller Capital Partners,
an independent Registered Investment Advisor.
Miller Capital Partners specializes in customized
investment management and consulting for private
investors and their family and charitable trusts.
Memberships:
- CFA Institute (CFA Society of Detroit)
- Financial and Estate Planning Council of
Metro Detroit
- State Bar of Michigan
Publications:
- Wealth Management of the Affluent,
JOURNAL OF FINANCIAL PLANNING, Oct. 2000.
- Shall We Dance (Trust Investment Strategies),
BLOOMBERG WEALTH MANAGER, Feb. 2001.
- Will Your Client’s Trust Survive
Over the Long-Term?, MICHIGAN LAWYERS
WEEKLY, Nov. 2001.
- Preventive Care (Trust Viability and
Investment Analysis), BLOOMBERG WEALTH
MANAGER, Dec. 2001.
- Hedging Strategies for Protecting Appreciation
in Securities and Portfolios (A Complete Thought
Process for Financial Planners), JOURNAL
OF FINANCIAL PLANNING, Aug. 2002.
- Protecting Appreciation in Taxable Investment
Securities and Portfolios with Hedging Strategies
(A Complete Thought Process for Investment
Advisors and Trustees), JOURNAL OF WEALTH
MANAGEMENT, Fall 2002.
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