Mark Loehr

Mark is a seasoned leader with extensive experience in the financial sector. Mark’s vision for OpenExchange is driven by his ability to see where traditional financial services are enhanced by technological advancements. This vision came into full view during the pandemic, when OpenExchange executed over 500,000 virtual meetings and events for the top investment banks and companies in the world. He was previously CEO of Soundview Technology Group and, through its acquisition of Soundview, an EVP of Charles Schwab Corp. Before Soundview, Mark was the head of investment banking of the firm’s predecessor, Wit Capital, the first online investment bank known for pioneering innovation to the distribution of IPOs. Earlier in his career, he was with Smith Barney, and was president of Smith Barney Pacific, head of global equity sales and head of equity capital markets.