2 years ago
President Biden Signs the American Rescue Plan
This $1.9 trillion coronavirus relief package is designed to accelerate...
Senior Financial Advisor
Mark joined CAPTRUST in 2015 and serves as a Senior Financial Advisor for the Strategic Advisor Group, a division within CAPTRUST that provides multi-generational business and estate preservation, wealth planning, investment advisory, and life insurance strategies. Mark is responsible for working with many industry leading companies, their owners, executive teams, families with substantial wealth, family offices, high net worth individuals, and endowments and foundations. He specializes in providing multi-generational wealth planning, investment advisory, and wealth preservation strategies to clients nationwide.
Mark has worked in the industry since 2009 and previously, work at MFP Strategies in Bethlehem, PA and Pershing LLC, in King of Prussia, PA. Mark earned both his Bachelor of Science degree in Finance and a Master of Business Administration degree from Pennsylvania State University.
Mark currently serves on the Board of Directors for the Boys & Girls Club of Easton, PA. He was previously a committee member of the Emerging Leaders Society for the United Way of the Greater Lehigh Valley.
2 years ago
This $1.9 trillion coronavirus relief package is designed to accelerate...
2 years ago
While the ARP contains a variety of fiscal stimulus measures,...
2 years ago
Taking a little time out to understand the basics of...
2 years ago
It’s early the morning of November 4, the day after...