About Mark I. Allen, CFA® CFP®
Mark is the Chief Executive Officer at Minis & Company. Minis is the Registered Investment Advisor subsidiary of South State Bank. Mark and his team deliver customized portfolio management and investment advice to Minis’ clients. Mark is also a Portfolio Manager for South State Wealth, responsible for delivering customized portfolio management and investment advice to South State’s clients.
Prior to joining Minis & Company in 2001, Mark was a portfolio manager for a Registered Investment Advisor in Connecticut. Mark earned his Bachelor of Arts Degree in Economics, with honors, from Northwestern University, and his MBA, with distinction, from the Stern School of Business at New York University. He earned his Chartered Financial Analyst® designation in 1998. He is also a Certified Financial Planner®.
Mark is a member of the CFA Institute and the Savannah Estate Planning Council.
Mark is a board member of Hancock Day School (having served as its Treasurer and Chairman), the Foundation of the Methodist Children’s Home of South Georgia, Senior Citizen’s Inc./Meals On Wheels and the Hilton Head Aquatics Swim Team.
He lives in Savannah with his wife, Julie, and their three daughters.