Boyer & Corporon Wealth Management welcomes Mark Milosovich as our new Investment Operations Specialist. Though Mark is new to this position, he worked at BCWM before he moved to Atlanta, GA nearly a decade ago.
“We’re excited Mark is rejoining our team. He was a trusted and respected part of our team then, and today he still holds the same values, yet brings 10 years’ worth of additional knowledge and experience back with him,” said Rich Boyer, Chief Investment Officer.
Mark will play a supportive role in the Portfolio Management department. He’s responsible for our Daily Download, which updates our system with the prior day’s activity, giving our Portfolio Management team the information required to best serve our clients. Along with other things, Mark assists with measuring month-end performance and reconciling accounts.
“So much information flows through our office – daily and by the minute,” said Mindy Corporon, Chief Executive Officer. “Mark is organized and experienced, so he’s a great fit for this position. He’s enthusiastic and always willing to lend a hand, so Mark is a perfect match for BCWM.”
This information is provided for general information purposes only and should not be construed as investment, tax, or legal advice. Past performance of any market results is no assurance of future performance. The information contained herein has been obtained from sources deemed reliable but is not guaranteed.