Close Menu - + Search Play Video Play Video Facebook Instagram LinkedIn Twitter Vimeo Clock
Mark Feldman CFP®, CPA, PFS™

Mark Feldman CFP®, CPA, PFS™

Principal,
Financial Advisor

Financial Advisors

Mark is a principal working in the Phoenix, Arizona, CAPTRUST office.

Mark 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, managing partner, and on the firm’s Executive, Management, and Investment Policy Committees.

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.

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 was appointed as the Commission Chair for the Arizona Commission on the Arts by former Arizona Governor Jan Brewer and was recently reappointed for a fourth term by Governor Doug Ducey.

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 (CPA)
  • Personal Financial Specialist (PFS)

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

Memberships

  • Board President—Temple Chai
  • Commission Chair—Arizona Commission on the Arts
  • Investment Committee Chair and Board Member—Arizona Community Foundation
  • Chair and Member of the Board of Trustees—Phoenix Art Museum
  • 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

 

View All News and Resources