General Investing >> Money Manager Interviews >> December 19, 2011

Financial Planning With A Thematic Investment Strategy – Mark D. Petrie – Hokanson Associates

Mark D. Petrie, CFA, is a Vice President and Director of Research at Hokanson Associates. He has more than 20 years of investment experience and more than 15 years of experience in portfolio management. Mr. Petrie received his B.A. degree in economics from the University of California, Irvine. He is a Chartered Financial Analyst and member of the CFA Institute. He serves as Chairman of Kids First at Sunset View, a Foundation Supporting Students, and as Treasurer of the San Diego Botanic Garden. Profile
TWST: Please start with a brief history and overview of Hokanson Associates.

Mr. Petrie: Our firm was one of the early pioneers in fee-only wealth management, and we will be celebrating our 25th year