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Mark A. Davis is a sixteen-year veteran of the defined contribution industry. He is an investment adviser representative for KDS working with more than $1,200,000,000 in qualified retirement plan assets as of September, 2007. Mark is a partner with Kravitz Davis Sansone in Los Angeles. He has earned the Accredited Investment Fiduciary designation from the Center for Fiduciary Studies as well as the QPFC designation from the American Society of Pension Professionals & Actuaries "ASPPA." Mark is a frequent speaker at national conferences on retirement investment and educational issues and he serves as host and panelist on PlanSponsor.com's national web cast series "Plugged In." In 2004 Mark was invited to testify before the Department of Labor's ERISA Advisory Council. Over the course of recent years he has been asked to meet with members of the Senate and House of Representatives and their staffs as well as the Government Accountability Office to help them to understand the way fees are charged in retirement plans. Mark served as the co-chair of the 2003, 2004 and 2005 iterations of the ASPPA 401(k) SUMMIT and is Past President of the Ventura County, California Chapter of the National Human Resources Association.
Mark began his financial services career writing communications and education materials and managing client relationships for clients of Fidelity Institutional Retirement Services Co (FIRSCo). Mark left Fidelity in 1994 to establish the Investment Education arm of Charles Schwab & Co.'s Retirement Plan Services team. In an earlier life, Mark was a professional actor and director and served on the faculties of Amherst and Mt. Holyoke Colleges. He has a B.A. (cum laude) from Amherst College in Amherst, Massachussetts. and an MFA in Acting from the University of Minnesota. Mark is married with two children and lives in Thousand Oaks, CA. |
