3 weeks ago
Market Update | January 2023
A year ago, markets were coming off one of the...
Principal,
Financial Advisor
Mark joined CAPTRUST from Cornerstone Capital Advisors in 2019. He serves as a principal and financial advisor responsible for providing comprehensive wealth management to high-net-worth investors and corporate executives. Mark has more than thirty years of experience helping clients navigate investment management, retirement planning, employee stock options, restricted stock, personal income tax, and charitable giving options.
Prior to joining the firm, Mark was a principal and senior advisor for Cornerstone Capital Advisors. He is a summa cum laude graduate of Walsh University, where he earned a Bachelor of Arts degree in finance. Mark has been in the industry since 1988 and holds the CERTIFIED FINANCIAL PLANNER™ designation.
When he is not in the office or with a client, Mark enjoys being with his children and attending their sports activities. He also likes hiking, biking, skiing, golfing, and traveling to new locations.
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