Mark F. Steen, CFA is a Director, Institutional Sales at National Investment Services. He is actively involved in marketing the firm’s capabilities to institutional investors. Mark has been in the financial industry since 1990.
Prior to joining NIS, Mark served as a Principal and Managing Director of Blue Rock Advisors, where his primary responsibilities included sales and client service. He was also a member of Blue Rock’s Investment Committee where his responsibilities included investment manager research oversight, on-site due diligence meetings and portfolio monitoring.
Mark graduated from the University of Minnesota – Carlson School of Management with a B.S.B. in Finance. He is a CFA charter holder as well as a member of the CFA Society of Minnesota and the CFA Institute. Mark serves on the board of directors for The Tim and Jeannie Hamann Foundation, a nonprofit organization supporting cancer research and patients. Mark is also a board member emeritus for True Friends, a nonprofit organization serving children and adults with disabilities.
- National Investment Services, 2024
- Blue Rock Advisors, 1991-2024
- IDS Financial Services, 1990-1991
- University of Minnesota, B.S.B.