Mark Elam

Mark Elam, CFA

Sr. Family Office Investment Strategist
Alpharetta, GA
mark.elam@bluetrust.com
(770) 280-6000
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Mark Elam is a senior investment strategist with the Family Office division of Blue Trust.

Mark contributes his expertise and experience around all investment activities of the Family Office and communicates the firm’s investment philosophy and views in client-facing settings. He is responsible for partnering with Family Office advisors in matching investment objectives with a customized investment strategy for individuals and families. In this role, he contributes to the mission of the Family Office in helping guide families in the transfer of financial, social, and spiritual capital assets in a manner consistent with the family’s financial, social, and spiritual values.

Prior to joining Blue Trust, Mark held positions with U.S. Trust, Northern Trust, GenSpring Family Offices, and SunTrust in Atlanta. He 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 over 30 years, Denise, have one son who works in youth ministry with Young Life. 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.

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our 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.

Jim & Norma W.Lake Elsinore, CA

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

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our 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.

President & CEO of a large privately owned companyDagsboro, DE

Resources

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

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