After receiving my BA in Accountancy from Notre Dame, Mark Shupe then built a 22-year career in retail brokerage with Morgan Stanley, plus 10 years on the institutional side with Huntington National Bank’s wealth management and trust business.

He currently resides in Cincinnati, Ohio and Danville, Kentucky.

Mark Shupe began his career as a Registered Investment Advisor with Prudential-Bache Securities in 1986 – the year before the Crash of 1987. In what became known as Black Monday, the S & P 500 lost about 26% of its market value, and it took more than a week for the exchanges to document all the trades on massively heavy volume. And they did. When capitalists are allowed to do their thing, a system based on the integrity of market participants yields trust.

Moreover, those two years were eventful for Mark. His wife Amy gave birth to their daughter in 1986, his son in 1987, and he was hired as a part-time finance instructor at the University of Kentucky. And according to the UK Hockey website, “General Manager Mark Shupe and the Cats skated to their first winning season.”

Building on the success of UK Hockey, Mark became president of the Kentucky Racquetball Association in 1992 and brought the sport to the Bluegrass State Games.

After high school, Mark was accepted by the University of Notre Dame where he earned his bachelor’s degree in accountancy. And after three years with Pru-Bache, he was recruited by Dean Witter Reynolds - which merged with Morgan Stanley in 1997.

It was during his career with Morgan Stanley that Mark became a youth baseball umpire, hockey referee, and was invited to join the firm’s Management Development Program. In 2000, he was promoted to Area Training and Branch Manager.

The catalyst for Mark’s objective investing expertise began with a meeting in which he was given a white paper titled Understanding Monte Carlo Simulations. That was 2006, and it was written by David Loeper, CIMA.

For the next twelve years, he studied capital markets through the lens of probability analysis, practiced the discipline as a portfolio manager and trust officer at FirstMerit and Huntington Bank, and collected all the research that became his book: The Moneyball Method – A Middle-Class Manifesto for Objective Investing.

Regarding the title, Mark picked up Michael Lewis’s Moneyball – The Art of Winning an Unfair Game in 2011 and quickly realized that the methods used by the Oakland A’s were nearly identical to his.

As the bank’s Director of Wealth Management became aware of the success of Mark’s new advisory model, he was asked to spread the good word to the rest of the asset management team.

At the same time, Mark became president of the county’s Estate Planning Council, a graduate of their Leadership program, and a fitness instructor at their Community Recreation Center.

Accordingly, Mark’s transition to retirement was productive. He cycles 3000 miles per year for recreation, and as the author of this new book, Mark has assembled a talented team to produce and promote its life-changing values.

All while practicing those same virtues as the caregiver of an inspiring young child.