Mark Harbaugh

Client Advisory

Biography

Mark Harbaugh Jr. is a Partner in the Greensboro, NC and Westfield, NJ offices of Cerity Partners. He provides high-net-worth individuals, families, and business owners with advice and structure across every part of their financial lives.

Mark’s career began in consulting at Navigant Consulting, where he spent five years working in Washington, D.C. and New York City before moving into wealth management. Prior to joining Cerity Partners, he spent twelve years at UBS Wealth Management as a Senior Vice President, building a practice alongside his father. He focused on advising clients on investment strategy, tax planning, and long-term wealth transfer. Over nearly two decades, Mark has built a deep network of relationships that supports his work helping clients address complex financial matters in a simplified manner. He is dedicated to exceeding expectations and is always available to provide advice and guidance in a timely manner. Mark holds a BS in Finance from Wake Forest University.

Mark lives in Greensboro with his wife, Molly, and daughters Annie and Eliza. Outside of work, Mark is involved in several organizations in North Carolina, including Wake Forest University: Wake Greensboro, Atrium Health Brenner Children’s Hospital, the North Carolina Folk Festival, and The Greensboro Community Foundation.

Education

  • BS Finance: Wake Forest University

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