Mark Wickard

Mark Wickard has been a leader in CU Investment Education for over 30yrs. Some of his notable work & achievements:  Founder of the 1st Investment School exclusively for CU’s (1993)  Co-authored the book “CU Investment Management” w/ Dr. Fabozzi, adjunct professor at Yale (1997)  Founded the "CU Investment Boot Camp Training Program" for CEO's/CFO's (2002)  Named to Barron’s List of America’s Top 1200 Advisors in MI (2014-2015)  Speaker at the CUNA Economics and Investment Conference (2015 & 2017) WHO IS MARK? Mark lives in East Lansing, MI. He attended Michigan State University for his B.A. & Thomas Cooley Law School for his J.D. He is married & has 4 children. Mark has a comprehensive understanding of what needs to be done to make an investment portfolio work harder. Mark prides himself on his “educational approach” built around each CU's investment objectives & the challenging regulatory landscape. PERSONAL STATEMENT FROM MARK: "I don’t think that there is a CU in the country who needs to add 'just another broker' - On the contrary, I am currently working with CFO’s & CEO’s coast-to-coast who value a trusted partner." If you are interested in speaking with a professional who is committed to understanding the uniqueness of your CU's challenges, w/ 30yrs of CU investment portfolio experience, feel free to contact me @ [email protected] | (517) 333-7762 I am licensed in all 50 states, the District of Columbia, and Puerto Rico. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those States. Links are being provided for information purposes only. Please go to http://www.opco.com/SocialMediaDisclosures for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.