About The Author

About The Author

Mark Bern, CFA – Financial Analyst | Investment Strategist | Founder & Educator

Mark Bern, CFA, is a seasoned financial analyst, writer, and investment strategist with over 30 years of experience spanning the private sector, public institutions, and military service. A Chartered Financial Analyst and Certified Public Accountant, Mark has held leadership roles in Fortune 500 companies, federal agencies, and entrepreneurial ventures, earning a reputation for financial clarity, operational efficiency, and strategic foresight.

He is the Founder and CEO of Bern Factor, LLC, a firm dedicated to demystifying economics and investing for everyday readers. Mark also co-founded Friedrich Global Research, where he built a global financial data platform covering over 20,000 exchange-listed stocks across 36 countries.

Mark’s distinguished career includes executive leadership at Shenandoah Financial, Inc., where he oversaw real estate investments and operations. At the United States Postal Service, he served in multiple senior roles—spearheading strategic alliances with Microsoft, AOL, and Accenture, overseeing multibillion-dollar capital projects, and driving cost-reduction initiatives that contributed to $5.6 billion in earnings over five years.

His public and private sector work includes:

  • Automating financial reporting processes that cut reporting time in half and labor input by 75%
  • Leading due diligence and valuation on strategic partnerships and tech investments
  • Creating financial models and P&L statements for major service divisions and government agencies
  • Managing large-scale investments and forecasting the financial impact of foreign exchange fluctuations

Mark began his career in operations management at Roadway Express, where he was responsible for P&L at a major terminal and achieved a tenfold increase in sales while cutting labor costs by more than half.

A prolific financial writer, Mark has authored more than 500 investing articles on platforms including Seeking Alpha, Investing Daily, and EconoIntersect, offering insights that bridge data-driven analysis with practical application for investors at all levels.

Mark served two combat tours in Vietnam, where he led aircraft recovery operations, supervised maintenance units, and performed intelligence and recon missions under extreme conditions. His resilience, adaptability, and leadership in high-pressure environments have continued to shape his disciplined, long-term investment philosophy.

He holds an MBA in Management Information Systems from George Washington University, a BS in Business Administration from the University of Nebraska-Lincoln, and has been a CFA Institute member since 1996.

Shopping cart
Start typing to see posts you are looking for.