Contact:
Becky Laurent
Marketing Senior Manager
Clifton Gunderson LLP
Phone: (715) 344-4984
Becky.Laurent@cliftoncpa.com
OSHKOSH, WI — Mark A. Griffin has been named to the position of Vice President-Investments for Clifton Gunderson Financial Services (CGFS), a wholly-owned subsidiary of Clifton Gunderson LLP. The new position was effective January 1, 2006.
As Vice President-Investments, Griffin will manage relationships with outside vendors, develop and maintain model portfolios and provide the CGFS Investment Board with timely information to assist in overseeing investment offerings. He will also lead the team of CGFS advisors in portfolio design and development of financial solutions for high net worth clients. Mark is a member of the CGFS Investment Board and is responsible for developing firmwide investment strategies and policies.
A Senior Manager with Clifton Gunderson and subsidiaries since 1999, Griffin most recently held the position of Regional Manager of Financial Services for CGFS.
Griffin brings more than 15 years of financial experience to the Vice President position. He holds an investment advisor license from the National Association of Security Dealers (NASD), and has earned a bachelor’s degree and master’s degree from the University of Illinois.
“Mark is an outstanding choice to lead our Investment Board decision making as it provides our advisors and planners with focused, value-added investment selections. Mark will also continue to bring comprehensive solutions to our clients,” said Clifton Gunderson Financial Services CEO, Robert Mathers, JD, CPA/PFS. “CGFS’s reputation for insightful, objective solutions will continue to grow under Mark’s capable leadership.”
Since 1960, Clifton Gunderson has been providing clients with a variety of services ranging from traditional auditing and accounting services to governmental services, tax and financial planning, technology consulting, business valuation, forensic services and employee benefit services, as well as specialized services for specific business sectors. Clifton Gunderson Financial Services provides clients with financial planning, insurance and employee benefit services. Technology consulting services are provided by Clifton Gunderson Technology Solutions. Clifton Gunderson has offices in 15 states and Washington, DC.
To learn more about Clifton Gunderson Financial Services, visit www.cliftoncpa.com.
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Accounting services offered through Clifton Gunderson LLP, Advisory services offered through Clifton Gunderson Financial Advisors L.L.C., a Registered Investment Advisor. Fixed rate insurance products offered through CG Risk Management L.L.C. Retirement Plan Administration services offered through CGFS Holding L.L.C.
