Prior to founding Melio & Company, Mark had been an investment banker with J.P. Morgan since 1997. Most recently, Mark served as Head of Investment Banking for J.P. Morgan’s Tax-Exempt Capital Markets Group. In this capacity, he directed all of the investment banking services that J.P. Morgan provided to its state and local government, energy, transport, housing, healthcare, higher education and other not-for-profit clients. Prior to this position, Mark was the head of J.P. Morgan’s not-for-profit healthcare, higher education, cultural and mid-tier investment banking groups. Before joining J.P. Morgan, Mark spent nearly 10 years in the healthcare and higher education investment banking group at Goldman Sachs & Co. In the early to mid 1980’s, Mark was a healthcare consultant and auditor with Touche Ross & Co. (now Deloitte).
Mark received an M.S. in Management & Policy Analysis from Carnegie-Mellon and a B.S. in Economics from the Pennsylvania State University. He is a Certified Public Accountant. Mark is also a FINRA Registered Securities Principal, Municipal Principal, and a Financial and Operations Principal.
In September of 2016, Mark published The Private Life of Public Finance: Confessions Of A Recovering Investment Banker.
Mark is based in Chicago. He can be reached at 847.441.2900.