At Callan Family Office, Mark Frazier collaborates with clients and their advisors to meet the unique needs of complex, multi-generational wealth and foundations. With nearly 20 years of industry experience, Mark brings significant knowledge working with clients to provide strategic, long-term investment advice. Mark customizes portfolios, tailoring investment programs to meet the personalized goals and objectives of each client.

In addition to his work with clients, Mark serves on Callan Family Office’s Asset Allocation Committee responsible for developing, overseeing, reviewing, and approving all strategic and tactical asset allocation decisions. He is also a member of the firm’s Portfolio Construction Committee.

Prior to joining Callan Family Office, Mark was a Senior Portfolio Manager for Abbot Downing, Wells Fargo’s service offering for ultra-high-net-worth families and foundations. Previously, Mark was a Senior Portfolio Manager for First Citizens Bank, working with individuals and institutional clients within the firm’s wealth management unit. He began his investment career as a portfolio manager and analyst at Hirtle Callahan, an outsourced CIO firm.

Mark is a graduate of North Carolina State University, where he earned his MBA, with a concentration in Financial Management. He is also a graduate of East Carolina University, where he completed a BSBA degree in Financial Services and earned Magna Cum Laude honors.

Mark holds the designation of Chartered Financial Analyst (CFA) and is a member of the CFA Institute and the CFA Society of North Carolina. He has also earned the Chartered Alternative Investment Analyst (CAIA) designation.