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Colorado Springs, CO  (719) 473-6925   |  Princeton, NJ  (609) 454-3587

Colorado Springs: (719) 473-6925

Princeton: (609) 454-3587

Mark B. Michalek, CFA


Mark B. Michalek, CFA

“Being part of a team that works as partners with clients is crucial to me. Our firm’s independent structure allows us to provide customized service and to focus only on what benefits clients.”


Mark had worked closely with the Ramsay, Stattman, Vela & Price team for more than fifteen years before joining in 2022. As a research professional at a Wall Street firm, he partnered with the firm in their research process and saw firsthand the team’s high character, proven process and focus on quality investments.

Mark grew up in Colorado, was previously a Senior Vice President in the Institutional Equities Group at UBS Financial Services. He graduated from Boston University with a BA in Economics and was a team captain of the basketball team as a senior. He earned an MBA in Finance from the University of Colorado at Denver. He is a member of the CFA Institute and the CFA Society of Colorado.


  • Chartered Financial Analyst (CFA), 2014
  • MBA in Finance | University of Colorado at Denver, 2008
  • BA in economics | Boston University, 2002

Community Service

  • Goodwill of Colorado: Foundation board member
  • Boys Hope Girls Hope of Colorado: Board member
  • Center for Working Families: Former teacher
  • CSAL: Youth basketball coach