Practical analysis for investment professionals

Mark J. Higgins, CFA, CFP

17 Posts

Biography

Mark J. Higgins, CFA, CFP, serves as a senior vice president for IFA Institutional where he specializes in providing advisory services to institutional plans, such as endowments, foundations, pension plans, defined contribution plans, and various corporate plans. In this role, he leverages more than 14 years of relevant experience consulting for both small and multi-billion-dollar plans. Higgins is the author of Investing in U.S. Financial History: Understanding the Past to Forecast the Future. The book recounts the financial history of the United States, beginning with the innovative financial programs of Alexander Hamilton in 1790 and ending with the Federal Reserve’s ongoing battle to contain inflation. In March 2024, Investing in U.S. Financial History was awarded a bronze medal in the prestigious 2024 Axiom Book Awards under the category of “Personal Finance/Retirement Planning/Investing.” He is a member of the Editorial Board of the Museum of American Finance, and he is a frequent writer for the Museum’s Financial History magazine. Insights from his writing and experiences as an advisor to institutional investment plans have been quoted by journalists at CNBC, the Wall Street Journal, Morningstar, and many other financial publications throughout the world.

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