April 17, 2013 | 10:26 am
Posted by Mark Eshman
Mark Eshman is co-founder, Chairman and Chief Investment Officer of ClearRock Capital. ClearRock's mission is to grow clients' money, not their anxiety. They serve wealthy families, women investors, foundations/endowments, and 401-k plans through sound financial planning and a proprietary investment platform using low-cost index funds. Mark Eshman brings over 30 years of experience in the financial services industry to the firm. In addition to managing client relationships, he oversees the core investment strategies of the firm.
In 2000, Mark opened a branch office for Smith Barney in Sun Valley, Idaho where he managed portfolios for private families, non-profit organizations, trusts, estates, and retirement plans. He consistently ranked among the most productive advisers in the firm.
In 1990, he joined Dabney/Resnick/Wagner, a boutique broker/dealer, where he was a partner responsible for private clients. In 1981, Mark joined the Beverly Hills, California office of Drexel Burnham Lambert where he became a Vice President and shareholder.
He has served on non-profit boards for over 25 years, and currently serves as Chairman of the Ketchum Urban Renewal Agency.
He received an A.B. in Public Policy from Duke University, and studied Economics and Art History at the University of London.
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