Mark Doehla

Portfolio Manager Trader @Great Diamond Partners

Portland, ME, US

Heading the design, trading, and management of the equity and fixed income portfolios for a young, ambitious, and growing independent RIA that caters to the unique financial needs and risk tolerances of individual, family, and business-owner clientsProactively refining our targeted allocation models by mapping extensive technical indicators on top of fundamental analysis, evaluating assigned third-party investment manager activity, and balancing the integration of those external SMAs with our in-house management of asset classes and individual securitiesEnsuring our client-partner objectives are met by pairing empathy and collaboration with rigorous fundamental and technical analysis, prudent risk management, and best execution - Helping to build a culture where the business-as-usual RIA is unacceptableLeading investment performance reviews for our clients and partnering with them via a collaborative, transparent, and proactive approach to building financial futures that align with their goals and that expand their opportunities to empower their best livesPushing conscious capitalism and positive community impact, while striving to perfect long-term stock and bond portfolio performance and oversight for our clients - There is a better way

William & Mary – Raymond A. Mason School of Business

Master of Business Administration - MBA

Hamilton College

Bachelor of Arts - BA