Mark Feldman came to CAPTRUST in 2020 from MRA Associates—an independent advisory firm with the prestigious CEFEX certification from the Centre for Fiduciary Excellence—where he served as chief executive officer.
Recognized multiple years as a Barron’s top independent financial advisor, Mark possesses extensive credentials in the wealth management industry with more than 30 years of experience. He is a certified public accountant, a CERTIFIED FINANCIAL PLANNER™ professional, and holds the Personal Financial Specialist designation. His roles have included supervising a wide range of client relationships, including multi-generational family groups, high-net-worth individuals, corporate executives, and institutions both large and small.
Mark and seven other Phoenix office leaders oversee the Phoenix and Wayzata team. Their responsibilities include client service, business, and practice management activities. The offices have 34 outstanding professionals serving or assisting serving clients. The offices’ areas of expertise include income tax planning and compliance, institutional investment management, and private client wealth management/family office/investment advisory services.
Prior to MRA Associates, Mark was a senior partner of integration for GenSpring Family Offices, LLC, where he advised ultra-high-net-worth clients in the U.S. In 2002, Mark founded Inlign Wealth Management, LLC, which was ranked as one of the top registered investment advisor firms in the Valley from inception to merger. Inlign subsequently merged with GenSpring Family Offices, LLC in 2008. Prior to Inlign, Mark was the partner in charge of the Arizona Private Client Services practice, the National Investment Advisory Resource Center, and was a partner in setting strategy for the National Private Client Services practice at Arthur Andersen LLP.
Mark lives in Scottsdale with his wife. He has two children, is a fan of sports, and patron of the arts. Mark enjoys outdoor activities, exercise, cooking, and giving back to the community.
Education
- Bachelor of Science degree in accounting from Arizona State University
Industry Designations
- CERTIFIED FINANCIAL PLANNER®
- Certified Public Accountant
- Personal Financial Specialist
Memberships
- Former Commission Chair, Arizona Commission on the Arts (appointment by AZ Governor)
- Former Investment Committee Chair and Board Member, Arizona Community Foundation
- Former Chair and Member of the Board of Trustees, Phoenix Art Museum
- Former Board President, Temple Chai
- Former Treasurer and Past-Chair, Valley Beit Midrash
- Former Chairman of the Board, Free Arts of Arizona
- Former Board and Executive Committee Member, Arizona Science Center
- Former Chairman, Make-A-Wish Foundation of Southern and Central Arizona
- Former Trustee, Desert Botanical Garden
- Former Co-Chair, Jewish Community Association of Greater Phoenix
- Former Member, Greater Phoenix Leadership
Awards & Recognition
- Barron’s top independent financial advisors | 2020, 2016 & 2015
- Forbes’s best-in-state wealth advisors | 2020, 2019 & 2018
- Phoenix Business Journal’s most admired leaders | 2019
- AZ Business Leaders Magazine’s industry leaders | 2020, 2019, 2018, 2017, 2016 & 2015
Disclosures
- CAPTRUST’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. CAPTRUST is a paid member of The National Association of Plan Advisors (NAPA).
- CAPTRUST’s ranking on “Barron’s 2024 Top RIAs list” was based on both qualitative and quantitative data, including assets managed, technology spending, and staff diversity, along with other metrics, as of June 30, 2024. CAPTRUST nor its advisors paid a fee to Barron’s to obtain or use the ranking
- CAPTRUST teams named on the “Barron’s 2025 Top 100 Institutional Consulting Teams” ranking were evaluated using a proprietary formula including 1) assets, 2) revenue, and 3) quality of practice for the year ending December 31, 2024. Neither CAPTRUST nor its advisors paid a fee to Barron’s to obtain or use the ranking. For more information on the methodology, please click here.
- CAPTRUST’s ranking on the “Financial Advisor magazine’s 2025 RIA Discretionary & Non-Discretionary ranking” was based on CAPTRUST’s total assets as of December 31, 2024. Neither CAPTRUST nor its advisors paid a fee to Financial Advisor magazine to obtain the ranking, but does pay a licensing fee for the use of the award logo.
- CAPTRUST advisors named on the “PLANADVISER Magazine 2026 Top Retirement Plan Advisers list” were based on advisor assets among other quantitative metrics, as of Dec. 31, 2025. To be listed, advisors had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. Neither CAPTRUST nor its advisors paid a fee to PlanAdviser to obtain or use the ranking.
- CAPTRUST’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. CAPTRUST is a paid member of The National Association of Plan Advisors (NAPA). Neither CAPTRUST nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- CAPTRUST advisors named on the “NAPA’s 2026 Aces: Top 100 Retirement Plan Advisors Under 40 list” were based on a combination of data submitted by the nominees including the following: Plan size managed, advisor revenue percentage relative to total assets under advisement, total dollar value of defined contribution/defined benefit book of business managed, and other criteria as of October 2025. CAPTRUST nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- CAPTRUST’s ranking on the “Best Investment Consultant – Service & Investment Counseling – Large Investment Consultants for Institutional Investors in the U.S.” by Crisil Coalition Greenwich for 2025 was based on interviews conducted between February and September 2024 by Crisil Coalition Greenwich. They held interviews with 699 individuals from 563 of the largest tax-exempt funds in the U.S. These U.S.-based institutional investors are corporate, public, union, and endowment and foundation funds with either pension or investment pool assets greater than $150 million. Study participants were asked to provide quantitative and qualitative evaluations of their asset management and investment consulting providers, including qualitative assessments of those firms soliciting their business and detailed information on important market trends. Neither CAPTRUST nor its advisors paid a fee to Crisil Coalition to obtain or use the ranking.