Mark Muntean, CFA, CFP®

Senior Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Mark Muntean is a wealth management financial advisor based in Uniontown, OH.

Mark joined CAPTRUST from Cornerstone Capital Advisors in 2019. He serves as a senior financial advisor responsible for providing comprehensive wealth management to high-net-worth investors and corporate executives.

Prior to joining the firm, Mark was a lead advisor and director of investments for Cornerstone Capital Advisors. In addition to his role as a lead advisor, he served as chairman of the firm’s investment committee.

Mark graduated summa cum laude from Walsh University where he earned a Bachelor of Arts degree in finance. Mark is a Chartered Financial Analyst charter holder and has earned the CERTIFIED FINANCIAL PLANNER™ designation.

When he’s not with a client, you can find Mark volunteering at his church, exercising, and spending time with his family.

Education

  • Bachelor of Arts degree in finance from Walsh University

Industry Designations

  • Chartered Financial Analyst
  • CERTIFIED FINANCIAL PLANNER™

Industry Involvement

  • Chairman, Cornerstone Capital Advisors Investment Committee
  • Member, Cleveland CFA Society

Resources

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