Mark D. Hines: With over 20 years of investment management experience, Mark builds disciplined goal-focused portfolios, prioritizing tax-efficiency and a long-term view. Previously a multibillion-dollar fund manager and asset allocator for a private pension, he has also served in portfolio management roles for mutual funds, wealth managers, non-profits and individual investors. He is founder and 100% owner of Herrick Lake Investments LLC (a registered investment adviser firm) and provides custom, fiduciary guidance and second opinions to individuals and organizations through Mark Hines Investment Solutions.