Mark Higgins, CFA, CFP^®

Mark serves as a senior vice president for IFA Institutional. Mark focuses on providing advisory services to institutional plans, such as endowments, foundations, pension plans, defined contribution plans, and select high-net-worth individuals. In this role, he leverages more than fourteen years of relevant experience consulting for both small and multi-billion plans.

Mark is also the author of the book, Investing in U.S. Financial History: Understanding the Past to Forecast the Future. The book recounts the financial history of the United States, beginning with the innovative financial programs of Alexander Hamilton in 1790 and ending with the Federal Reserve’s ongoing battle to contain inflation. In March 2024, Investing in U.S. Financial History was awarded a bronze medal in the prestigious 2024 Axiom Book Awards under the category of “Personal Finance/Retirement Planning/Investing.”*

Mark is a member of the Editorial Board of the Museum of American Finance, and he is a frequent writer for the Museum’s Financial History magazine. Insights from his writing and experiences as a consultant to institutional investment plans have been quoted by journalists at CNBC, the Wall Street Journal, Morningstar, and many other financial publications throughout the world.

Mark graduated from Georgetown University Phi Beta Kappa and Magna Cum Laude with a bachelor’s degree in English and Psychology. He received an MBA from the Darden School of Business at the University of Virginia. He is a CFA charterholder and CFP® professional. Mark resides in Portland, Oregon with his wife, Katie, and two children, Jack and Lila.

Certified Financial Planner™ (CFP®) is a designation received upon passing the course work and exam administered by the Certified Financial Planner Board of Standards, Inc. (CFB Board).

Chartered Financial Analyst (CFA®) charter is a designation given to those who have completed the CFA® Program and completed acceptable work experience requirements. The CFA Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning. CFA charter holders are qualified to work in senior and executive positions in investment management, risk management, asset management, and more.

[*] Participation in a book contest typically requires an entrance fee. This fee is intended to cover administrative expenses and is not material in amount.