Mark Del Pezzo

A former investment officer and portfolio manager for numerous depository institutions and trust departments, Mark Del Pezzo has performed consulting work for registered investment advisors, family offices, broker dealers, trust departments and depository institutions. He is an expert in many areas of financial investment, including advanced investments, bank and anti-money-laundering management, financial management, fixed income and equity securities analysis, personal finance and portfolio management.

Del Pezzo has an MBA from Jacksonville University and a bachelor’s degree in management and economics from the University of North Carolina at Asheville. A CFA charterholder since 1998, he is an active member in the local CFA society and a former member of bank asset liability committees and investment committees.

Areas of Expertise

• Advanced Investments
• Bank & ALM Management
• Financial Management
• Fixed Income & Equity Securities Analysis
• Personal Finance
• Portfolio Management

Professional Activities

• CFA charterholder since 1998. Active member in the local CFA society.
• Former member of bank ALCO and investment committees
• Former investment officer/ portfolio manager for numerous depository institutions and trust departments
• Performing consulting work for RIA’s, family offices, broker dealers, trust departments and depository institutions.