Advisors at this firm
Eugene S
CFP®, Series 63, Series 65
Tulsa, OK
Chartmark Investments, Inc.
Eugene Smith is a CFP®-designated financial advisor with 24 years of industry experience, currently serving at Chartmark Investments, Inc. in Tulsa, OK. He has been with Chartmark since 2001 and holds Series 63 and Series 65 licenses. ChartMark provides discretionary portfolio management, investment consulting, and financial planning to individuals, retirement plan sponsors, trusts, estates, and businesses. The firm’s investment process focuses on building core equity portfolios through fundamental screening and proprietary analysis, and it employs a range of strategies including fixed income, mutual funds, and options within a tailored, documented engagement model.
Meg G
Series 65
Tulsa, OK
Chartmark Investments, Inc.
Meg Gentry is a Series 65-licensed financial advisor with Chartmark Investments, Inc., where she has worked since 2005. She has 20 years of industry experience. Outside of her advisory role, she serves as Treasurer of the Denver Area Chapter of the TU Alumni Association. Chartmark Investments, Inc. provides discretionary portfolio management, investment consulting, and financial planning to individuals, retirement plan sponsors, trusts, estates, and businesses. The firm’s investment process focuses on building core equity portfolios using fundamental analysis and proprietary business evaluation, with additional strategies including fixed income, mutual funds, ETFs, and hedge funds.
John C
Series 65
Tulsa, OK
Chartmark Investments, Inc.
John Clerico is a Series 65-licensed financial advisor with 24 years of industry experience, currently serving at Chartmark Investments, Inc. since 2001. He holds the role of lead director and audit committee financial expert on the board of Community Health Systems, Inc., where he also serves on the compensation committee. ChartMark provides discretionary portfolio management, investment consulting, and financial planning to individuals, retirement plan sponsors, trusts, estates, and businesses, utilizing a fundamental, research-driven investment process and tailored client engagements.
Mark S
Series 63, Series 65
Tulsa, OK
Chartmark Investments, Inc.
Mark Smith is a financial advisor at ChartMark Investments, Inc. in Tulsa, OK, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with ChartMark since 2001. Smith serves on the Board of Directors of the American Portuguese Biomedical Research Fund, Inc. and is a member of the Finance Council and Chair of the Investment Committee for the Catholic Diocese of Eastern Oklahoma. ChartMark Investments is a team-based firm offering discretionary portfolio management, investment consulting, and financial planning to individuals, retirement plan sponsors, trusts, estates, and businesses. The firm’s investment approach focuses on fundamental analysis of core equity portfolios with additional use of fixed income, mutual funds, ETFs, commodities, and alternative strategies, combined with tailored client engagements and periodic investment committee reviews.
