Mark C. Callaway
Senior Vice President, Investing with Impact Director, Senior Portfolio Manager, Financial Advisor at Morgan Stanley
- Role
- Senior Vice President, Senior Portfolio Manager, Financial Advisor at Morgan Stanley
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Mark C. Callaway
Comprehensive investment planning has been Mark’s focus throughout his 30+ year career. Mark heads the processes in helping clients set investment objectives, develop asset allocation strategy, establishes ongoing monitoring and review standards. Growing up in Northern California in the \'60s-\'70s, Mark developed a keen interest in environmental and social issues, which led him to embrace the Sustainable and Responsible Investment (SRI) movement in early Mark provides financial strategies tailored to the unique needs of clients looking to include environmental/socially responsible and Impact Investing as part of their portfolio. Mark brings a personal perspective to multi-generational planning. Mark served over 25 years as a third-generation trustee on two of the Callaway Family Foundations. In addition, to help foster and pass on this appreciation for philanthropic involvement to his children, he created his own family foundation for which his four children currently serve with him as trustees. Mark started in the financial services industry after finishing his BA degree in Political Science. He went on to receive his MBA from LaGrange College and was later an adjunct professor for two years teaching Investment Analysis and Portfolio Management. Mark has served his community in a number of capacities including The University of Georgia board of trustees, various committees at Georgia Institute of Technology and LaGrange College. He received a minor in Theater which took him to New York University and London Academy of Music and Dramatic Arts to study. He has served as a board member for both the Alliance Theater as well as the Atlanta Ballet Company. Mark has five children (Fuller, Mary Hollis, Hayes, Gabriella and Anderson) and resides with his wife, Ansley, in Atlanta.Area of concentration: Impact Investing, Sustainable and Responsible Investing (SRI), Multi-Generational Wealth Planning, Special Needs Planning, Foundation / Endowments
Experience
Senior Vice President, Senior Portfolio Manager, Financial Advisor
Jun 1989 — Present · Atlanta, GA, US
My area of concentration is helping clients set investment objectives, developing an asset allocation strategy, making stock and fund selections, and establishing customized investment strategies. I have managed SRI/ESG/Impact Investing-style discretionary strategies within the Morgan Stanley Portfolio Management platform since My engagement in the following programs speaks directly to my ability to help clients make the best choices for sustainable investments- Named an Investing with Impact Champion by Morgan Stanley since 2014- Attended Oxford University\'s Impact Investing Executive Program in 2015- Co-founded the Southeast Corporate Sustainability RankingsDisclosures: ©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: allocation does not guarantee a profit or protect against a loss in a declining financial market.The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives.Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.
Education
FINRA
General Municipal Principal - Series 53
1987 — 1987
New York University
Fine Arts
1981 — 1982
ISOS Group, LLC
GRI Certified Training Course, GRI Sustainability Reporting Process
2012 — 2012
FINRA
Uniform Securities Agent State Law - Series 63
1983 — 1983
FINRA
General Securities Representative - Series 7
1983 — 1983
University of Oxford - Said Business School
Executive Programme, Impact Investing
2015 — 2015
Green Business Works
Sustainability Leadership Series
2012 — 2012
US SIF Foundation
Fundementals of Sustainable and Responsible Investmemt
2013 — 2013
Menlo College
Business
1974 — 1976
FINRA
General Securities Sales Supervisor (Options & General Module) - Series 8
1993 — 1993
LaGrange College
M.B.A., Business
1988 — 1993
FINRA
Registered Options Principal - Series 4
1987 — 1987
Skills
- Strategic Planning
- Fundraising
- Community Engagement
- Philanthropy
- Business Development
- Investments
- Business Strategy
- Leadership
- Portfolio Management
- Start-Ups
- Public Speaking
- Management
- Non-Profits
- Social Media
- Social Entrepreneurship
- Strategy
- Nonprofits
- Sustainable Business
- Investment Strategies
- Non-Profit Administration
- Impact Investing
- New Business Development
- Asset Allocation
- Entrepreneurship
- Finance
- Sustainability
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