2 months ago
Never Say Never
The classic 1982 film Never Say Never Again marked Sean...
Senior Vice President,
Financial Advisor
We welcomed Mark in 2021. At CAPTRUST, he uses his experience with various financial, estate, investment, and tax planning strategies to help our clients achieve their goals. Mark joined us from Covenant Multifamily Offices—a multidisciplinary financial advisory firm—where he served as a senior wealth advisor for nearly a decade.
Prior to joining Covenant, Mark was a vice president within JP Morgan’s Private Bank. For nine years, his focus was working with high-net-worth individuals and families across several delivery platforms, including banking, trust, brokerage, and investment management. Mark began his career in the financial industry with Bank One as part of a commercial banking development program.
Mark lives in Dallas, where he enjoys reading, outdoor activities, and spending time with family and friends.
2 months ago
The classic 1982 film Never Say Never Again marked Sean...
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