Mark Hoffman's Email & Phone

Mark was CEO and co-founder of Upstream Technologies, a leading portfolio manufacturing and trading solutions provider, which was purchased by Checkfree Investment Services, now Fiserv in 2007, to deliver highly scalable and complementary capabilities to its industry leading separately managed account portfolio accounting platform. Before Upstream, Mark co-founded Lattice Trading, a highly scalable advanced Alternative Trading System that integrates order-matching with order-routing. Upon Lattice's acquisition by State Street Global Advisors (SSGA) in 1996, Mark became the Director of Electronic Trading for SSGA where he increased the Lattice Division client base to over 100 asset management institutions and led a financial engineering team that built trading algorithms for its clients. Prior to co-founding Lattice, Mark developed equity trading, financial analysis, stock selection and fund management systems for Colonial Management and EDS, among others. Mark has a B.S. in Computer Science from the University of Wisconsin.