Co-founder, Portfolio Manager

Mark co-founded Recurrent with Brad Olsen in 2017. He serves as lead portfolio manager for Recurrent’s natural resources strategies and as co-portfolio manager for the firm’s midstream infrastructure strategy, including the Recurrent MLP & Infrastructure Fund (RMLPX). Mark has approximately 30 years of investing and portfolio management experience across energy, natural resources and broader equity markets.

Immediately prior to Recurrent, Mark was Chief Investment Officer and lead energy portfolio manager at BP Capital Fund Advisors. During his tenure, the firm grew from approximately $50 million to nearly $400 million in assets under management in less than three years. From year-end 2013 through year-end 2016, BPCFA’s energy strategy ranked first among open-end energy mutual funds according to Morningstar, while its MLP strategy ranked in the top decile of its Morningstar category.

Mark previously spent 13 years as a portfolio manager at Van Kampen, Morgan Stanley and Invesco. As part of a diversified large-cap value strategy, he managed more than $10 billion, and while at Morgan Stanley Investment Management he served as the internal head of equity investment research.

Mark earned an MBA/MA in Finance from the Wharton School at the University of Pennsylvania and a BA in History from Swarthmore College, where he played soccer. He lives in Houston with his wife and two children, is active in the Houston Jewish community, and is fluent in Japanese after spending several years living in rural northern Japan.