# Mark Loehr

> Mark Loehr is the CEO and a board member of OpenExchange, a provider of managed virtual and hybrid meetings. A former SoundView Technology Group CEO and Charles Schwab executive, he brings a capital-markets career to investor communications. Based in South Sutton, New Hampshire, he also hosts Compound Interests, supports Wigan Warriors through OpenExchange, and has revisited a remembrance project begun with SoundView employees in 2001.

- **Role:** Chief Executive Officer and Board Member at OpenExchange, Inc.
- **Organizations:** OpenExchange, Inc., SoundView Technology Group, Charles Schwab Corporation, Wit Capital, Smith Barney, Credit Suisse, Proctor Academy
- **Nationality:** American
- **Education:** BA in Economics, Cornell University
- **Known for:** Led SoundView Technology Group as CEO and served as a Charles Schwab executive vice president., Led OpenExchange during its Inc. 5000 appearances at No. 183 in 2021, No. 124 in 2022 and No. 277 in 2023., OpenExchange became Zoom's preferred professional services partner for the transition of Zoom's Events Services team.

## Career timeline

- **1978** — Graduated from Cornell University and began working as a block trader.
- **1987** — By this year, ran a Credit Suisse trading desk, according to his account; later worked on IPOs.
- **Before SoundView** — Held senior Smith Barney roles and headed investment banking at Wit Capital.
- **2001** — Was CEO of SoundView Technology Group; invited employees to contribute reflections that became And Then the Rain Came.
- **After the SoundView acquisition** — Became an executive vice president of Charles Schwab Corporation.
- **2018** — Appointed director of OpenExchange, Inc. Limited on October 23, according to Companies House.
- **2020** — Described returning from retirement to build OpenExchange in an October interview.
- **2022** — OpenExchange became main partner and front-of-shirt sponsor of Wigan Warriors during the club's 150th anniversary year.
- **2024** — Introduced the Compound Interests podcast, beginning with former Cornell economics professor Edwin T. Burton.
- **2025** — Described an expanded Zoom relationship and a February visit with Eric Yuan; OpenExchange and Computershare announced a strategic alliance on December 16.
- **2026** — Continued promoting investor engagement and revisited the 2001 remembrance project through The Light We Kept.

## Achievements

- Led SoundView Technology Group as CEO and served as a Charles Schwab executive vice president.
- Led OpenExchange during its Inc. 5000 appearances at No. 183 in 2021, No. 124 in 2022 and No. 277 in 2023.
- OpenExchange became Zoom's preferred professional services partner for the transition of Zoom's Events Services team.
- Launched Compound Interests, a conversation series drawing on his Wall Street relationships.
- Helped initiate the employee remembrance collection And Then the Rain Came in 2001.

## Latest updates

- **2026-09** — Promoted The Light We Kept, a new collection of reflections revisiting And Then the Rain Came and a planned September 10 virtual gathering.
- **2026-05** — Published the LinkedIn article Extraordinary on May 29, presenting earnings calls as opportunities.
- **2026-02** — Was listed with Emilia Tapsall as a discussion leader for NIRI Virtual Chapter's February 19 session on investor days.
- **2025-12** — OpenExchange and Computershare announced a strategic alliance on December 16 to combine event delivery with investor engagement capabilities.

## Links

- Website: https://openexc.com/
- LinkedIn: https://www.linkedin.com/in/mark-loehr-52a7711

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Profile page: https://yespress.io/mark-loehr
Published by YesPress — https://yespress.io
Last updated: 2026-10-26