The Management Team
Mark Buffington, Co-Founder and Managing Partner
EducationM.B.A. from Tulane University, Focus in Finance and Econometrics
Georgia Institute of Technology - B.S. in Management
Responsibilities
Mark is a co-founder of the firm and one of the managing partners. His primary roles are investment management and private equity manager. Mark serves on the Board of Directors of Vendormate, Inc. and Ingenious Med, Inc. and has 12 years of experience developing and managing investments. He is also on the Investment Committee for Buckhead Investment Partners.
Experience
Mark's recent experience includes his role over the last two years as President of Peachtree Financial Management, LLC. His advisory firm manages a Buy/Write investment portfolio using sophisticated option strategies for several private investors and institutions across the Southeast. Prior to Peachtree Financial Management, LLC, Mark managed Phoenix Capital, LLC for four years. This firm specialized in equity options as a volatility arbitrage fund. Mark began his investment career at Citicorp in San Francisco, where his primary responsibilities included structuring and underwriting credit for small businesses. He also spent time managing a sub-account for an equity options market-making group, prior to managing Phoenix Capital, LLC.
Bill Harris, Co-Founder and Managing Partner
Education
CERTIFIED FINANCIAL PLANNER™
Cannon Trust School
M.B.A. from Georgia State, Major in Personal Financial Planning
Georgia Institute of Technology - B.S. in Management
Responsibilities
Bill is a co-founder of the firm and one of the managing partners. His primary responsibilities are relationship management and financial planning. His focus is on delivering comprehensive wealth management services to clients of the firm. Bill is on the Investment Committee for Buckhead Investment Partners.
Experience
Prior to joining Buckhead Investment Partners, Bill spent 3 years with U.S. Trust, and more than 11 years with Charles Schwab & Co. During his tenure at U.S. Trust, he was the key Relationship Manager for several families in Georgia. His primary responsibilities were delivering a holistic wealth management approach to his clients and identifying new clients for the firm. Bill originally began his career at Schwab as an Investment Specialist. He moved up to the rank of Branch Manager when he opened the Alpharetta, Georgia office. He was then promoted to Senior Branch Manager to lead the Cobb County office in Atlanta. Bill was then invited to be a Managing Director of Schwab Private Client by establishing one of the first three Private Client Offices for the firm. Prior to moving to U.S. Trust, his final tenure with Schwab was in the role of Affluent Sales Director. In this position, Bill was directly responsible for the performance results in six southeastern states in the areas of Schwab Private Client, Schwab Advisor Network, and U.S. Trust.