Financial Advisors

Mark Davis is an institutional retirement plan advisor based in Westlake Village, CA.

Mark joined CAPTRUST in 2009 as senior vice president and financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. He is motivated to improve the retirement outcome of his clients’ participants by structuring governance processes that keep them ahead of the fiduciary curve.

Prior to joining the firm, Mark served as founding principal and vice president, financial advisor at Kravitz Davis Sansone and as president of Mark A. Davis Consulting, Inc. He has worked in the industry since 1991. Mark has worked with members of the U.S. Senate, House of Representatives, and the Government Accountability Office on a variety of retirement plan issues related to plan sponsors and plan participants. Mark has testified before both the House Ways & Means and Education and Labor committees. When he is not in the office or with a client, Mark enjoys traveling and spending time with his family.