Mark Hoffman

About Mark Hoffman

As Chief Investment Officer for Fulton Financial Advisors and Fulton Private Bank, I lead the firm’s investment team with a singular objective: helping clients navigate complexity with confidence and clarity.At Fulton Financial Advisors and Fulton Private Bank, effectively managing significant assets means combining disciplined investment frameworks with a deep understanding of each client’s unique circumstances, whether an individual, a family, or an institution. My focus is to ensure that our portfolio construction, asset allocation, and manager selection processes are grounded in rigorous research while remaining flexible enough to support long‑term goals across generations for each client.Before joining Fulton, I spent many years at PNC in senior investment leadership roles, helping design and oversee multi‑asset investment platforms serving institutions, families, and ultra‑high‑net‑worth clients. My work included developing strategic and tactical asset allocation models, multi‑manager portfolios including complex alternative strategies where appropriate, direct indexing solutions with tax and responsible investing considerations, and derivative‑based strategies delivered through options and structured notes. I partnered closely with advisors and clients to translate complex market dynamics into clear, actionable decisions.Earlier in my career, I worked as an analyst at hedge funds focused on event‑driven and relative‑value strategies and began my professional journey at McKinsey & Company advising senior leaders in the pharmaceutical industry. I hold a PhD in theoretical physics, where my training emphasized analytical rigor, probabilistic thinking, and the ability to explain complex concepts in a way that resonates with diverse audiences—an essential part of how I support clients and colleagues today.Across market cycles, my priority remains consistent: building resilient portfolios, strengthening governance, and helping clients feel confident that their financial lives are being managed with care, sophistication, and purpose.Send me a message if you\'re interested in learning how our team can help you or your organization achieve peace of mind around your financial goals.Note: Views expressed here are my own and not necessarily those of my employer.

Experience

1. Chief Investment Officer

   Fulton Private Bank

   May 2023 — Present · Lancaster, PA, US

Education

• University of Cambridge

  M.Phil, Physics

  1997 — 1998

• Yale University

  BS, Astronomy and Astrophysics

  1993 — 1997

• University of Chicago

  PhD, Physics

  1998 — 2003

Skills

• Hedge Funds
• Investment Management
• Event Driven
• Finance
• Equity Valuation
• Financial Modeling
• Research
• Fundamental Research
• Mutual Funds
• Risk Arbitrage
• Value Investing
• Alternative Investments