Mark is a Senior Vice President and Senior Portfolio Manager at Morgan Stanley specializing in Impact Investing. He has been in the financial services business for over 30 years working as an advisor to institutional and individual clients. Mark manages a practice based in Atlanta, Georgia and is one of 20 investing with Impact “Champion” out of 17,000 advisors at Morgan Stanley. He is the only Morgan Stanley “Champion” advisor in the Southeast.
His interest in Sustainable, Responsible and Impact Investing goes back to his years growing up in the San Francisco Bay Area in the ‘60’s –‘70’s. He started transitioning clients to ESG screened investments in 2001. In April of 2011 Morgan Stanley recognizing the need to offer Impact Investing options to their retail clients and announced the formation of the Investing with Impact platform headed up by Hilary Irby, Executive Director of the Morgan Stanley Global Sustainable Finance (GSF) group and Head of the Morgan Stanley Investing with Impact Initiative. GSF harnesses the power and discipline of the capital markets to enhance environmental sustainability, advance economic opportunity and promote community development. The firm’s Investing with Impact initiative aims to provide clients with investment opportunities focused on providing financial returns as well as positive environmental and social impact. In November of 2013, James Gorman, President, of Morgan Stanley announced the creation of The Institute of Sustainable Investments, www.morganstanley.com/sustainableinvesting/ headed up by Audrey Choi, Managing Director at Morgan Stanley and CEO of the Institute. The Institute for Sustainable Investing seeks to help businesses, institutions and individuals direct capital to these challenges in scalable ways. We focus on:
- Sustainable Investing: Financial solutions that enable sustainable investing at scale
- Thought Leadership: Groundbreaking insights that help mobilize capital to sustainable solutions
- Capacity Building: Programs and strategic partnerships that build capacity and best practices in the field of sustainable investing
5 years ago Mark started the Southeastern Corporate Sustainability Rankings, www.southeasterncorporatesustainabilityrankings.net whose goal it was to assess the advancement of corporate sustainability in the Southeast. He has also certified by Global Reporting Initiative and participated in US SIFs inaugural “Fundamentals of Sustainable and Responsible Investments” education program.
He served on 2 of the Callaway Family Foundations based in Georgia for over 25 years and in 1994 formed his own foundation, The Morning Star Foundation, Inc. to foster philanthropy in his kids. 4 of his 5 children currently serve on the board. All investments in Morning Star Foundation are screen for their ESG scores and both the Foundation and Mark are signatories of the Divest/Invest Pledge.
Mark received both his B. A. and M.B.A at LaGrange College and has completed post graduate studies at NYU, The London Academy of Music and Dramatic Arts and will be back in England in April to attend Oxford Universities Impact Investing program and participate at the Skoll World Form. He has served in a number of leadership capacities on the boards of University of Georgia, The Georgia Institute of Technology and other Southeastern based organizations.