Incorporating Smart Beta Strategies in Client Portfolios
Why RIAs may want to consider adding smart beta strategies to client portfolios.
Mark Baker is a vice president and director of strategic accounts for the SNW Investment Team, with a focus on OppenheimerFunds’ Registered Investment Advisor (RIA) channel. In this role, he is responsible for establishing, growing and managing SNW’s relationships with national strategic accounts. He joined the firm in 2017, when SNW was acquired by OFI Global.
Previously, Mark spent six years at SNW leading the firm’s strategic account initiatives. He has worked in finance and sales since 1988, and has been instrumental in helping private and early-stage companies raise capital to fund growth. Mark has a B.A. in Finance and Marketing from Western Washington University.