Chartmark Investments Inc.

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Mark has served as President and CEO of ChartMark Investments, Inc. since the company's founding in 2001. Prior to founding ChartMark, Mark spent seven years as Associate Vice President and financial advisor with Morgan Stanley, where he provided strategic, financial planning and investment advice to a wide variety of clientele. Prior to his career with Morgan Stanley, Mark spent one year as an analyst with The Federal Reserve Bank of Kansas City. Mark graduated from the University of Oklahoma with a B.B.A. in Finance in 1993.

William O`Neil has over 25 years of experience in the stock market as an individual investor, broker, and investment advisor. He is the founder of Investor`s Business Daily and owner of a securities brokerage and research firm with a client base that includes nearly every major financial services institution in the country.

This site has been published for residents of the United States. The site has been prepared for informational purposes only. It is not an offer or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular strategy. ChartMark Investments is a Registered Investment Advisor in the states of Oklahoma, Louisiana and Texas. If you are not a resident of one of these three states we will not be able to share investment advice and related services with you at this time.

Blue-Chip Stock: A blue-chip stock is the common stock of a company with a reputation for quality products, services, and management, and a long history of earnings growth and dividend payments. Examples of blue-chip companies include General Electric, International Business Machines, and DuPont.

Before joining ChartMark as our Business Development Liaison, Brett served as a financial advisor with Morgan Stanley Smith Barney. He's a graduate of Northeastern State University witn a Bachelor's in Marketing and Minor in finance. Prior to his investment career, Brett was co-owner of Byng properties LLC, a local real estate development firm. Additionally, Brett led sales and marketing teams at City National Bank and Tinker Federal Credit Union. His professional experience in real estate development, banking and investments adds a wealth of knowledge and experience to our team.

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