Mark DiOrio

Mark W. DiOrio, CFA, is the Chief Investment Officer of Brookstone Capital Management. In his role, he leads the firm’s investment committee and drives the firm’s investment policy framework and portfolio construction methodology. He oversees the portfolio strategy group that provides recommendations on strategic and tactical portfolio design. Mark directs research on external managers and develops internal strategies. He produces and presents content for advisor training, a weekly Market Watch update, and the firm’s quarterly market reports. Prior to joining Brookstone, he was responsible for launching and managing a boutique investment management subsidiary of a publicly traded regional bank holding company. Mark has been featured in the ETF Report, interviewed by Investor’s Business Daily, and quoted in the Wall Street Journal. 

Credentials 

Chartered Financial Analyst® 

Member of the CFA Institute® 

Member of the CFA Institute of Chicago® 

MBA Benedictine University 

BA Eastern Illinois University 

Experience 

20 Years Investment Experience 

17 Years Strategic Asset Allocation & Portfolio Construction 

17 Years Individual & HNW Portfolio Management 

15 Years Investment Policy Committee Member 

15 Years Model Portfolio Design 

15 Years ETF Research, Trading, and Portfolio Management 

15 Years Tactical Portfolio Management 

12 Years Global Multi-Asset Class Portfolio Management 

12 Years Institutional Portfolio Management 

12 Years GIPS® Performance Reporting 

7 Years Chief Investment Officer