As the leader of the Ultra High Net Worth practice, Mark specializes in providing holistic wealth management services to individuals and families. By acting as his clients' personal CFO, he provides independent and objective advice. Clients appreciate his deep understanding of today's unpredictable investment environment as he helps them accomplish their financial goals and objectives with a calm, methodical approach.
Mark uses his more than 20 years of experience to help his clients with investment strategy development and monitoring, including income tax planning, estate planning, charitable giving, and wealth transfer strategies.
As a member of PMFA’s Investment Committee and Alternative Investment Committee and chairman of the Research Committee, Mark also provides high level direction with regard to the structure and implementation of our clients’ investment portfolios. He has a B.A. in political economy and accounting from Hillsdale College and is a multi-year Five Star Wealth Manager award winner.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.