Mark is a Co-Founder of Classet Analytics. His efforts are focused on Classet's vision to be five years ahead of the industry on complex asset class investment research and product development. In addition, he is responsible for client relationships and sales. Mark is considered a thought leader and expert on complex asset classes such as Target Date Funds, Stable Value, etc. His passion for improving industry standards and helping plan sponsors and their investment advisors make more informed decisions was a driving force behind the formation of Classet Analytics.

 

Mark has over 42 years of experience specializing in retirement plans. For the last 30 years, he has been focused on innovative techniques for fund investment research. This has included construction of more sophisticated asset class universes and utilization of better statistical measures for fund evaluation. He has provided investment and sales consulting for investment advisors/consultants, investment fund managers and DCIOs. He has worked extensively with retirement plan committees and plan sponsors and educated thousands of retirement plan participants. In addition, he participates at a leadership level in multiple industry organizations.

 

Mark is also the Founder of Veriphy Analytics, the first firm to measure the value historically delivered by the investment advisor/consultant to a retirement plan and its participants through their investment advice and fund change recommendations.

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Education:

• Master of Business Administration from University of Miami

• Bachelor of Science in Business Administration from University of Florida (Finance Major & Accounting Minor)

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Professional Certifications:

• CEFEX Analyst

• AIFA (Accredited Investment Fiduciary Analyst)

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Contact: mark.mccoy@classetanalytics.com

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