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Our People
John Clerico
John Clerico John Clerico | Co-founder and Chairman
Portfolio Manager

John brings a powerful background and expertise to ChartMark. With over 30 years of corporate finance experience, John has accomplished what few executives have by becoming one of the key decision makers at several fortune 500 companies including Praxair, Union Carbide, Conoco and Phillips Petroleum. By holding CFO positions at such high profile companies, he has a well-developed insight into identifying and valuing attractive, publicly traded securities; an insight that is essential for portfolio management and rarely, if ever, possessed by other investment advisors. In addition, working on the "opposite side" of Wall Street analysts, gives him a competitive advantage in assessing potential investor behavior relative to a given company. Furthermore, John's vast management experience places ChartMark in a superior, strategic position to that of its peers. John's focus is on day-to-day portfolio management and strategic direction for our firm.

Mr. Clerico is a member of the Board of Directors of Community Health Systems, Inc. and
serves as an audit committee financial expert for the Board’s Audit and Compliance
Committee. He is also a member of the Board of Directors for Educational Development
Corporation and serves on its audit (chair), compensation, executive, and nomination and
corporate governance (chair) committees.


Email Mr. Clerico at John@ChartMark.com.

 

Mark Smith Mark S. Smith | Co-founder, President and CEO
Portfolio Manager

Mark has served as President and CEO of ChartMark Investments, Inc. since the company's founding in 2001. Prior to founding ChartMark, Mark spent seven years as Associate Vice President and financial advisor with Morgan Stanley, where he provided strategic, financial planning and investment advice to a wide variety of clientele. Prior to his career with Morgan Stanley, Mark spent one year as an analyst with The Federal Reserve Bank of Kansas City. Mark graduated from the University of Oklahoma with a B.B.A. in Finance in 1993. His analytical work and client consulting experience in a Wall Street environment gives Mark the ability to discern client needs as they relate to the financial markets. Mark's interaction with world class investors and fund managers creates a well-developed view and critical understanding of macroeconomic environments, industry trends, and specific company performance dynamics. In addition, his daily experience as a former stockbroker provides an excellent foundation for daily portfolio management. Mark also had management roles at Morgan Stanley and the Federal Reserve, thus adding to the leadership and organizational competence of our company. Mark's focus is on daily management of the company, portfolio management and company strategic direction.

During 2007 Mark was named by the Tulsa Business Journal as one of Tulsa's "40 under 40". In addition The Journal Record named Mark to their 2007 class of "Achievers Under 40".

Mr. Smith is a member of the Board of Directors of the American Portuguese Biomedical Research Fund, Inc. He is also on the Advisory Council for Christ the King in Tulsa and on the Advisory Team for the Forge in Tulsa. Mr. Smith receives no compensation for these volunteer activities.

Email Mr. Smith at Mark@ChartMark.com

 

E.J. Smith, CFP® | Director of Trading, Operations and Compliance
CERTIFIED FINANCIAL PLANNER™
Investment Advisor

Prior to joining ChartMark as Director of Trading, Operations and Compliance E.J. served four years as Financial Advisor with Morgan Stanley. While at Morgan Stanley, E.J.'s duties involved providing comprehensive brokerage and financial advice. Earlier in his career, E.J. was co-founder and partner of Northcentral Information Services, a private investigation firm in Grapevine, Texas. After E.J. graduated from the University of Oklahoma with a B.A. in Political Science he spent six years with Lockheed Martin in security management. E.J.'s responsibilities at Lockheed Martin included compliance, document control and physical security. E.J. brings a diverse background of procedural and financial experience to his role with ChartMark. E.J. completed the two year training course required to take the examination to become a CERTIFIED FINANCIAL PLANNER ™ in the Fall of 2006. He successfully completed the CFP designation in the 1st quarter of 2007.

E.J.'s primary focuses are financial planning, trade execution, operations and compliance.

Mr. Smith is licensed to sell insurance and may receive customary commissions and other
compensation for doing so. Clients however are under no obligation to purchase insurance
from the firm or from Mr. Smith.

Email Mr. Smith at EJ@ChartMark.com

 

Meg Gentry Meg E. Gentry, MBA, QPFC® | Director of Qualified Plan Accounts
QUALIFIED PLAN FINANCIAL CONSULTANT™
Investment Advisor

Prior to joining ChartMark in March 2005, Meg's career included four years as Manager of Finance and Operations for Tulsa's childrens advocacy center and three years as Operations Manager of a home renovation company. Meg's responsibilities at both of these companies included auditing, cash flow analysis, financial reporting and operations management. Her academic background includes a Bachelors degree in Business Administration from Northeastern State University and a Masters of Business Administration from the University of Tulsa. While attending TU she was a graduate assistant for the Chairman of the Finance and Operations Department and Secretary of the Student Investment Fund. Meg's academic background in finance, marketing and management, combined with her finance and operations work experience make her an excellent addition to the ChartMark team.

Meg's focus is on daily operations of the company, construction and management of retirement plans and client service.

Ms. Gentry is Treasurer of the Denver Area Chapter of the TU Alumni Association. She is also a current member of the American Society of Pension Professionals & Actuaries, a national organization for retirement plan professionals.

Email Ms. Whitney at Meg@ChartMark.com.

 






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This site has been published for residents of the United States. The site has been prepared for informational purposes only. It is not an offer or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular strategy. ChartMark Investments is a Registered Investment Advisor in the states of Oklahoma, Louisiana and Texas. If you are not a resident of one of these three states we will not be able to share investment advice and related services with you at this time. Should you desire information on ways in which our company may help you with your financial service interests please feel free to contact us. We may be able to become registered in your state or qualify for a de minimis exemption at which time we would be able to further discuss how our services may meet your needs.



This communication is strictly intended for individuals residing in the state(s) of LA, OK and TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


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