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.