We are always looking to deepen the Marks Group bench with smart, hard-working professionals and were excited to add Seth to our company’s roster in 2017. Seth is the lead portfolio manager of the Marks Group Core Equity portfolio, our firm’s flagship strategy. His management style includes a rules-based method of managing risk that adds more discipline to the process of screening, selecting, and monitoring individual stocks on behalf of our clients.
Before joining Marks Group, Seth lived in New York for 14 years, where he was a lead portfolio manager at Trillium Asset Management. He graduated from the University of North Carolina with a degree in Operations Research and earned his MBA from The Wharton School in Pennsylvania, whose alumni include Elon Musk, Warren Buffett, and Donald Trump. Seth is also the founder of Running Oak Capital, where he refined his efficient growth investment strategy and earned the attention of his Wharton professors.
Seth was born in Maine and spent his early years in Ohio, though he considers himself to be from Asheville, North Carolina, where his family moved when he was 9. Despite his accomplishments, Seth will tell you his wife Jena, a Minnesota native, has the more impressive resumé. Jena was an All-American soccer player at UNC and played midfield for the US National Team. In their nine years of marriage, Seth and Jena have celebrated the birth of three children (Raleigh, Finn, and Isla) and two National Championships for the Tar Heels. They now live in Edina.