Senior Vice President
Mark serves as a Senior Vice President and Financial Consultant at the New York City office. His top priority is understanding each client’s financial goals to create a long-term, comprehensive investment and wealth management plan. “I bring a high level of dedication and understanding to my clients in order to best help them achieve their financial objectives through well-thought-out planning,” says Mark.
Mark has more than 30 years of experience as a financial consultant. He graduated with honors from Emory University in Atlanta, GA, with a Bachelor of Arts in Economics. Mark also obtained a Master’s in Business Administration and Finance from the Stern School of Business at New York University.
Mark currently serves as President of the Beekman Hill board of directors, a cooperative apartment building in New York City. He is also a former member of the Young Presidents Organization, which focuses on business networking and family development, in addition to coaching numerous youth sports organizations, such as baseball and basketball. Mark previously served on the Meyer Academy board of directors as Vice President of Finance.
Mark has two sons, Aaron and Noah, and one daughter, Josie. He enjoys playing golf and tennis as well as biking, hiking and traveling.