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Mark Summers

Executive Director - Senior Investment Adviser, PWM

Mark joined Evans and Partners in 2009 as Partner and Senior Adviser in the Private Wealth Management division.

He initially began his financial markets career at JB Were in 1987 and, after two years training, spent the next 20 years in private client and institutional advisory roles.

Mark is a keen student of markets and has extensive experience in portfolio management and construction. His areas of expertise include Australian equities, managed funds, fixed income, asset allocation, behavioural finance and specialist portfolio management for non-taxpaying entities. He works closely in a team with Philip Anglin, Jessica Byrne, Jake Duca and Darcey den Ouden.

Mark has an Accredited Derivatives Adviser Level 2 qualification.

P: +61 3 9631 9886