Mark Kolakowski

Mark Kolakowski


  • • Investor and market watcher for more than 40 years. Education and work experience in economics, financial analysis and quantitative methods.
  • • Author of the case-based career management handbook "Career Confidential: An Insider’s Guide to Business." The Financial Careers Expert for from 2008 to 2016.
  • • Small business consultant, freelance writer and business school guest lecturer on management, marketing, strategy and entrepreneurship.


In 14 years with Merrill Lynch, Mark had a leading role in designing state-of-the-art systems for profitability analysis and client relationship management, recognized as the most advanced on Wall Street, and which guided corporate strategy. Through this work, Mark gained thorough knowledge of the securities and wealth management products offered to individual investors. He later led market research and data mining efforts aimed at increasing the firm’s market share among high net worth investors. Earlier, at AT&T, Mark developed a sales forecasting system based on financial models of key corporate clients, before moving into project analysis. As a management consultant with Touche Ross, which later merged with Deloitte, bank operations and mutual fund accounting were his particular areas of expertise.


Mark received his MBA from The Wharton School of The University of Pennsylvania in Finance and his Bachelors from Harvard College, magna cum laude in Economics.

Quote from Mark

"The surest route to building wealth is diligent saving, coupled with a disciplined, long-term approach to investing that ignores short-term market noise. Treat the pronouncements of so-called market gurus with healthy skepticism. Few have long independently-verified track records of predictive accuracy."

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