Mark I. Thompson

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Mr. Mark I.
Thompson is Investment Counselor at Salem Investment Counselors, Inc. Prior to joining Salem Investment Counselors in 2006, he held senior family relationship management positions for 20 years with specialized wealth advisory and family office firms, Wachovia Capital Management and Atlantic Trust Private Wealth Management, serving all aspects of client families' financial management needs.
He has remained active in various leadership and board activities in the Winston-Salem community throughout his professional career.
Mr. Thompson received his MBA from Wake Forest University's Babcock Graduate School of Management in 1983 with concentrations in finance and investments.
He received his undergraduate degree from the University of North Carolina at Chapel Hill in 1974, majoring in Political Science.

Former positions of Mark I. Thompson

Companies	Position	End
CIBC Private Wealth Advisors, Inc. CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities.	Portfolio Manager-Equities	2005-12-30
Stein Roe Investment Counsel LLC Stein Roe Investment Counsel LLC Investment ManagersFinance Portfolio managers, research analysts and investment strategists work together to construct the most appropriate portfolio to meet each client's objectives. Growth stocks serve as the core of every client's equity portfolio. In addition, Stein uses opportunity stocks to provide an element of balance and diversity in each portfolio. Opportunity stocks include attractively priced companies with more modest growth rates as well as special situations that are value driven. Their fixed-income investment process incorporates both top-down and bottom-up factors by emphasizing three key components: yield curve management, sector analysis and individual security selection. After determining asset allocation guidelines in league with their clients, Roe employs a 'best of breed' approach to implementation over a variety of asset classes. For many of their clients they utilize external expertise in niche areas that complement their core portfolio structure (these may include small capitalization stocks, international equities and alternative investments).	Analyst-Fixed Income	2003-12-30
Wachovia Wealth Management Wachovia Wealth Management Investment ManagersFinance Wachovia Capital Management (WCM) invests primarily in the stocks of US large-cap companies in the health technology, consumer non-durables, energy minerals and finance sectors. The firm maintains a very low turnover rate. WCM's Advantage approach incorporates traditional equity and fixed-income managers, as well as alternative investments in hedge funds, real estate, commodities and private equity funds. The firm coordinates both asset allocation and manager selection with a focus on the efficiency and correlation of the investment managers they use.	Portfolio Manager-Equities	2000-12-31

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Private companies	5
CIBC Private Wealth Advisors, Inc. CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities.	Finance
Stein Roe Investment Counsel LLC Stein Roe Investment Counsel LLC Investment ManagersFinance Portfolio managers, research analysts and investment strategists work together to construct the most appropriate portfolio to meet each client's objectives. Growth stocks serve as the core of every client's equity portfolio. In addition, Stein uses opportunity stocks to provide an element of balance and diversity in each portfolio. Opportunity stocks include attractively priced companies with more modest growth rates as well as special situations that are value driven. Their fixed-income investment process incorporates both top-down and bottom-up factors by emphasizing three key components: yield curve management, sector analysis and individual security selection. After determining asset allocation guidelines in league with their clients, Roe employs a 'best of breed' approach to implementation over a variety of asset classes. For many of their clients they utilize external expertise in niche areas that complement their core portfolio structure (these may include small capitalization stocks, international equities and alternative investments).	Finance
Wachovia Wealth Management Wachovia Wealth Management Investment ManagersFinance Wachovia Capital Management (WCM) invests primarily in the stocks of US large-cap companies in the health technology, consumer non-durables, energy minerals and finance sectors. The firm maintains a very low turnover rate. WCM's Advantage approach incorporates traditional equity and fixed-income managers, as well as alternative investments in hedge funds, real estate, commodities and private equity funds. The firm coordinates both asset allocation and manager selection with a focus on the efficiency and correlation of the investment managers they use.	Finance
Wake Forest University Wake Forest University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The University of North Carolina at Chapel Hill The University of North Carolina at Chapel Hill Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services