Mark D. Petrie, CFA, is a Vice President and Director of Research at Hokanson Associates. He has more than 20 years of investment experience and more than 15 years of experience in portfolio management. Mr. Petrie received his B.A. degree in economics from the University of California, Irvine. He is a Chartered Financial Analyst and member of the CFA Institute. He serves as Chairman of Kids First at Sunset View, a Foundation Supporting Students, and as Treasurer of the San Diego Botanic Garden.
Financial Planning With A Thematic Investment Strategy - Mark D. Petrie - Hokanson Associates
December 19, 2011