Mark’s 30-year career spans financial services, media and retail. At Premier Wealth Management, he serves individuals and institutional clients, with special focus on the financial planning issues related to family offices, divorce, retirement, trust and estate planning. Mark can be seen as a regular guest on CNBC and FOX BUSINESS NEWS, and is often quoted in The Wall Street Journal.
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Mark joined the Premier Financial Advisors wealth management team in April 2009 and is also an Investment Executive and Registered Investment Adviser Representative of First Allied Securities, Inc. Mark holds his FINRA Series 7 and 66 licenses and is also licensed by various state insurance departments for life, annuities, health and disability insurance. Mark brings his clients broad-based experience earned at such major corporations as UBS Financial Services Inc, Merrill Lynch, Forbes and CRAIN’s, as well as through co-ownership of a Madison Avenue retail clothing store. This unique perspective gives him a deep appreciation of the value of examining both sides of the balance sheet and weighing all aspects in a financial equation. Mark is a graduate of East Stroudsburg University with a dual BA/BS degree; he is fluent in both Russian and Spanish.
A resident of Manhattan for more than 17 years, Mark participates in community and volunteer activities and pursues personal interests in feature film production, travel, weight training and contemporary art.