Mark Spaeth works with portfolio strategy and implementation. Mark has been engaged in the financial services industry since 1994, joining the predecessor firm of Morgan Stanley* in 2006. Prior to 1994 he was a practicing attorney in Oklahoma City. Mark graduated with a BBA, emphasis in Finance, from the University of Oklahoma in 1984 and received his J.D. from the OU College of Law in 1988. He is an alumnus of the Graduate School of Banking at Colorado, Boulder. He has earned the Certified Portfolio Manager designation from the Academy of Certified Portfolio Managers (ACPM) in association with Columbia University in New York. Mark and his wife, Shelley, have two children and live in Tulsa. 