After working for various investment firms in other parts of the country, Mark and his family moved back to Colorado in 2007 to be closer to ailing family. As he interviewed with firms in the Denver area, he expressed his desire to incorporate the family dynamics of multi-generational wealth in the client relationship. Having witnessed firsthand the primacy of a family’s non-financial wealth while working with wealthy multi-generational families in Boston, Mark knew that truly serving clients required working with them in this area. But the concept, at the time, resonated little with the firms he interviewed with.

While he was interviewing with other firms, he was approached by a family who had a struggling family foundation. Although the family can trace its wealth to an angel investment made in one of the most iconic sports brands in the world, the family’s foundation was buckling under the weight of investment losses and poor risk management. Mark was asked to advise the family on how to address the situation. 

As is his personal style, Mark responded with a direct, but optimistic challenge; the family’s foundation, like its role in helping to fund a company that revolutionized sports forever, was a potentially powerful, unifying asset that surpassed the value of the family’s financial wealth. For the sake of the family’s legacy and its future generations, and for the benefit of the family’s communities in which it was active, he challenged the board to resolve to recover from its losses and chart a new path forward, one that, although the financial firepower of the foundation was diminished, could nevertheless, still have a critical and positive impact on countless lives.

In response, the family asked Mark to assume day to day management of the foundation’s investable assets, which prompted him to start Third Day Capital. Today, Mark’s style of direct, but optimistic, and sometimes challenging, communication underpins Third Day Capital’s approach to client service and client relationships. Mark believes that every individual and family has the potential for greatness, and he strives earnestly to help them realize it.

Where others see free-market economies, businesses, financial markets, and investments, we see a system capable of revealing the transcendent potential of individuals, families, and organizations. 

Our vision, rooted in the inherent dignity of all people, is what makes Third Day Capital truly different. 

It permeates our culture, informs our personalized client service, supports the objective advice we give to those we serve and directs our socially-conscious approach to managing investment portfolios, so that even if their wealth isn’t specifically designated for charitable purposes, it enriches their own lives and the lives of countless others. 

If you share our vision, we invite you to reach out to schedule a meeting. In the meantime, please explore our site to learn more about who we typically serve and how we serve them, what our clients say about Third Day Capital, and to read our Perspective on various topics.