Mark McClenahan, CFP

Director of Investor Relations

Mark McClenahan joined SaratogaRIM in 2013. He is responsible for developing and cultivating SaratogaRIM’s affiliations with advisors, consultants, and family offices within the professional investment community. He also assists the firm’s fixed income investment team. 

Professional Experience & Designations

  • Certified Financial Planner (CFP)

  • Citi Private Bank

    • Managing Director/private banker with the firm’s Law Firm Group responsible for assisting individual attorneys & law firms with banking, lending & investment needs

  • Barclays Global Investors

    • Principal and Manager of their Contract Administration Group

  • Financial planner at American Express Financial Advisors and at Charles Schwab

  • Served as a Judge Advocate in the U.S. Army, first on active duty (1989 to 1993) and then in the reserves (1995-2005); retired as a Major. While in the military, graduated from the Army’s Command and General Staff College

Education

  • College for Financial Planning

    • M.S. Personal Financial Planning

  • Santa Clara University School of Law

    • J.D.

  • Santa Clara University

    • B.S. Psychology

Fun Facts

  • Avid runner

  • Passed the Idaho State Bar

  • Graduated from Serra High School

  • Grew up in San Mateo, CA