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Principal, Portfolio Manager
(423) 756-3480

Mark C. Fleck is a Portfolio Manager of the firm. Prior to joining the firm in 2008, he worked as a Senior Portfolio Manager for Highland Capital Management in Memphis, Tennessee. At Highland Capital, he was a member of the Equity Investment Selection Committee and also managed all municipal bond holdings for the firm. Mr. Fleck has worked as a Portfolio Manager for the State of Kentucky managing an investment portfolio of the state’s operating funds.  He has also served as the Investment Officer for the city of Columbus, Georgia, where he managed the city’s investment portfolio and advised the city’s Pension Board. He earned his CFA designation in 2000. He is the President of the East TN CFA Society and a past member of the Board of United Cerebral Palsy in Memphis, Tennessee.


Christian Brothers University, B.S. Accounting, 1992

University of Memphis, M.B.A. Finance, 1993

Chartered Financial Analyst designation, 2000

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