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Mark Elam

Mark Elam, CFA®

Sr. Investment Strategist
Atlanta, GA

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Mark Elam is a senior investment strategist with Ronald Blue Trust’s Investment Strategy Group (ISG), which operates out of the company’s corporate office in Atlanta, Georgia.

Mark assists wealth advisors in matching investment objectives with a customized investment strategy for individual and institutional clients. The ISG is responsible for analyzing investment vehicles, selecting appropriate public and private investment opportunities for clients, constructing portfolio solutions along with performing ongoing due diligence of investment managers.

Prior to joining Ronald Blue Trust, Mark held positions with U.S. Trust, Northern Trust, GenSpring Family Offices, and SunTrust in Atlanta. Mark also spent six years with JP Morgan in New York City. In each of those roles, he worked with individuals and families assisting them in meeting their wealth management goals.

Mark is originally from south Florida and graduated from Florida State University. He also earned an MBA with a concentration in finance from the Graduate School of Business at Columbia University in New York City. Mark holds the Chartered Financial Analyst® (CFA®) designation.

Mark is an active member of his local church where he frequently engages in fulfilling his passion for teaching.

Mark and his wife of 28 years, Denise, have one son who attends UNC-Wilmington. Mark enjoys playing and watching tennis and vacationing with his family. One of their favorite destinations is visiting the U.S. national parks out west.

"We first called Ronald Blue Trust to determine how soon I could retire. Our Ronald Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful."

"I've been involved with financial planners for well over 40 years. There's very few of them that do it like Ronald Blue Trust. Very few concentrate on giving as part of the overall plan."

"Working with our Ronald Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview."

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