As the Director of Research at Paisley Financial, Mario is in charge of
leading the equity research group, participating on the investment committee, monitoring and
developing investment strategy, setting asset allocation policy, and producing strategy
reports. He relies heavily on macroeconomic theory to forecast how political, economic and
market events will affect portfolio performance.
Prior to Paisley Financial, Mario spent four years with Zacks Investment Research as a Senior
Equity analyst covering the homebuilding and machinery sectors. He began working in equity
research as a Junior analyst at Zacks under Ian Madsen, CFA. Mario received his MBA from
DePaul University in 2005, and a B.S. in Commerce in 1999, also from DePaul University. He
holds a Series 65 license.