Since 1994, Mark has served the needs of individual and institutional clients whose high level of complexity requires sophisticated solutions. He collaborates with business managers, accountants and attorneys.

Prior to joining Equitable Advisors in 2024, Mark worked as a financial advisor at well-known firms, including RBC Wealth Management, Wachovia (formerly A.G. Edwards & Sons), Wells Fargo Private Client Services and Oppenheimer & Co. Mark has been honored with the prestigious Chairman’s Council award at RBC Wealth Management for 10 years and a Gold Star member at Equitable Advisors. 

After receiving a Bachelor of Arts degree in psychology from University of California, Los Angeles, Mark earned an MBA from the USC Marshall School of Business with an emphasis in finance. Additionally, Mark holds a Certified Financial Planner™(CFP®), Accredited Investment Fiduciary® and Certified Investment Consultant (CIMC®) designations, making him well-positioned to advise clients and prudently manage investment decisions. 

Originally from Pennsylvania, Mark grew up in Beverly Hills, California, and maintains residences in Santa Monica and Scottsdale with his wife, Patricia, and their sons, Samuel and Michael. Mark is involved with several charities, volunteered for the Arizona Rangers (a 501(3)(c) law enforcement auxiliary organization), and as a first responder and Community Emergency Response Training (CERT) participant. Mark is also an amateur radio operator, a USA Archery Level 4 NTS Coach, and he holds a commercial helicopter pilot rating and a private pilot rating for airplanes.

CA Insurance Lic. # 0C11641