CFA®
Mark began his career in the financial services industry in 2005 and heads the Investment enterprise of Journey Strategic Wealth. Previously, Mark was the Chief Investment Officer of a Multi-Family Office catering to cross border entrepreneurs. In his previous role, he headed the Investment Committee of the firm, managed multiple Special Purpose Vehicles and was tasked with providing market commentary and client communications.
He has also worked in many capacities over the last 16 years- Investment, Advisory and Consultant including firms like Moody’s, TIAA and Schwab. He earned his BA in Economics from the University of Maryland and received an MBA in Finance from Seton Hall University. He currently holds the Chartered Financial Analyst® designation and is an active member of the CFA Society of New York. Mark lives in New Jersey with his wife Wendy, his sons Drew and Mason, and their daughter Mika.
Check the background of this investment professional on
CFA Charterholder
MBA in Finance
BA in Economics
2019 CFA NY Multi-Family Office panelist
Disclosure: Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 80 State Street, Albany NY 12207. Purshe Kaplan Sterling Investments and Journey Strategic Wealth are not affiliated companies. Not FDIC Insured. Not Bank Guaranteed. May lose value including loss of principal. Not insured by any state or federal agency.
Senior Financial Planner
Client Services Associate
Advisor
Financial Consultant
Financial Advisor
Client Services Manager
Investment Operations Manager
Financial Advisor, Managing Director
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