Mark Milosovich

Investment Operations Specialist

As an Investment Operations Specialist at BCWM, Mark Milosovich monitors client portfolios to ensure that they are invested to their appropriate risk model. He is responsible for compiling weekly and monthly reports, which are used to drive action in client portfolios. He reviews trading activity, and he oversees month-end performance assessments, data maintenance, and account reconciliation.

Before joining BCWM, Mark was a Registered Financial Services Representative for E*Trade Financial, and he previously worked in the accounting department at Hanjin Shipping.

Mark earned his B.S. in Finance from Missouri State University. In 2017 he was awarded the CFA Institute Investment Foundations™ certificate.