Mark Votruba
Senior Portfolio Manager
Mark serves as Senior Portfolio Manager on our Investment Management team in Rockford, specializing in equity securities strategy and implementation. He works closely with our high net worth clients, taking time to thoroughly understand their financial goals and tailoring investment strategies that align with their unique needs.
Mark is a seasoned professional with extensive experience in portfolio management, investment strategy, and equity trading. With a career spanning over three decades in Chicagoland, he has established himself as a highly skilled equity strategist and portfolio manager dedicated to helping clients achieve their financial goals.
Mark obtained his Bachelor of Arts degree from Michigan State University. He is currently pursuing his Chartered Financial Analyst (CFA) certification and previously held FINRA Series 7, 63, 55, and 4 licenses. He is actively involved in his community and currently serves as Treasurer on the Board of Commissioners for the Rolling Meadows Park District.
815-312-5509