Biography

Mark is a Partner in the Lafayette office. He provides comprehensive custom wealth and investment advice for families, executives, entrepreneurs, founders and charities. He has over 20 years of experience solving financial problems, customizing asset allocation and investment strategies to meet current and future goals and ensuring your legacy meets your personal wishes.

Prior to joining Cerity Partners, Mark was a Senior Wealth Manager at BNY Mellon Wealth Management where he was responsible for providing investment, wealth, tax and estate planning advice to 30 households. Working alongside the client’s team of external advisors, Mark provided centralized planning for client’s tax, insurance, trust, credit, and investments needs. Prior to BNY, Mark spent nearly 20 years within the Trust and Private Bank divisions at several global banks as a Portfolio Manager, responsible for the customized construction and management of over $700 million in investment portfolios for clients.

Mark lives in Lafayette with his wife and three children.  In their ‘spare’ time you’ll likely find them all out in the outdoors if not on the diamond or pitch.  Mark has enjoyed coaching soccer and little league and volunteering at a number of local organizations.

Education

  • B.S. in Managerial Economics, University of California, Davis

Highlights

  • CHARTERED FINANCIAL ANALYST
  • Member - Estate Planning Council of Diablo
  • Previous - Board Member of CALICO (Child Abuse Listening, Interviewing, and Coordination)

Connect with Mark

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