Mark H. Bergsohn, CFA

Senior Portfolio Manager

Mark H. Bergsohn, CFA

Investment Strategies

Mark Bergsohn is a Senior Portfolio Manager at The Colony Group. Mark focuses on providing his clients with comprehensive management tailored to their unique goals and objectives. Mark takes pride in building strong relationships, ensuring clients feel understood and supported on their financial journey.

Prior to joining the firm, Mark was a Portfolio Manager at InterOcean Capital specializing in risk-managed solutions and option strategies. Mark earned a Bachelor of Science in Finance from Northern Illinois University and is a CFA® charter holder as well as a member of the CFA® Society Los Angeles.  

Outside of the office, Mark has a passion for all things outdoors. Mark is an avid skier, mountain biker, and hiker with his dog Oscar.