Ben Marks is President and Chief Investment Officer of Marks Group Wealth Management, a Registered Investment Advisory firm. Nearing 30 years of experience in wealth planning and management, Ben’s attention is to the firm’s investment strategies and Model portfolios, as well as managing a professional network of accountants and attorneys for their clients. A Minnesota native, Ben enjoys mountain biking, architecture and spending time at the family cabin with his wife Brenda and their three children. Career highlights: * 1982: After earning a Finance degree from St. Cloud State University in Minnesota, Ben began his investment career at E.F. Hutton. * 2008: After 26 years at major Wall Street firms, Ben and his partners launched Marks Group Wealth Management. 90%+ client retention. * 2009 & 2010: Wall Street Journal, Investment Adviser and others featured MGWM as a leader in the trend of advisors and investors exiting Wall Street firms. * 2010: Barron’s named Ben a Top 1,000 Advisor in the U.S. and Top 20 in Minnesota. MGWM website: http://marksgroup.com
Brian Marckx, CFA is the Senior Medical Device / Diagnostics Analyst with Zacks Investment Research. I cover small and micro-cap medical device and diagnostic companies. Focus is development-stage companies with novel and emerging technologies as well as already established names still flying under the radar.
Prior to joining Zacks, Brian worked as a high-yield bond analyst on Wachovia Securities’ institutional trading desks where he specialized in the healthcare and industrials industries. Prior to that he was an analyst in corporate finance at First Union National Bank. Brian has covered the medical device, pharmaceutical and biotechnology industries since joining Zacks.
Brian has been quoted in numerous publications including The Wall Street Journal, Barron's, Bloomberg-Businessweek and Kiplinger. His work has also been cited in various market studies and working papers including those from Massachusetts Institute of Technology, Deloitte & Touche, and Pharmaceutical Manufacturing. Brian graduated with a B.S. in Finance from St. John Fisher College and received his MBA from Wake Forest University. Brian is also a Chartered Financial Analyst charterholder.
"When plunder becomes a way of life for a group of men living together in society, they create for themselves in the course of time a legal system that authorizes it and a moral code that glorifies it."--Frederic Bastiat
Marketing and advertising consultant, currently living in the Sierra foothills of Northern California (Nevada County). Member of Gold Country Investors Group (Gold Country Welcome Club).
Former EVP Marketing, of a wholesale distributor of electronic hardware and fastening devices.
One of three founders (1976) of ACF Components & Fasteners, Inc. www.acfcom.com.
Personal interests include investing, kayaking, trout fishing, hiking, and wild life preservation.
Have been an investor for 60 years. Last 20 years have concentrated on biotechs. Have been senior exec with Shell and ITT before retiring 30+ years ago. My working areas were finance, informatics and international management. Taught MBA courses in management, informatics and communications. Speak French and Spanish plus some German.