Why Are You Passionate About the Work You Do?

Mark is passionate about driving the wealth management industry forward. His mission is to accelerate innovation with the goal of creating better financial outcomes, focusing on delivering modern and comprehensive wealth management experiences to individuals and families. He is responsible for leading a variety of strategic initiatives and is active in the fintech space.

Experience and Education

Mark serves as Vice President of Strategy for Mariner. He is part of the Business Consulting team and leads the Advisory Services team. Previously, he worked at AdvicePeriod as an advisor, managed the firm’s Advisory Services Team and was responsible for overseeing the advisor platform. Earlier in his career, he worked for a major alternative investment group, where he focused on multi-manager hedge fund portfolios, and gained experience in commercial real estate.

Mark graduated from the University of California, Los Angeles, where he earned a Bachelor of Arts degree in economics and a minor in global studies. His professional interests include finance, fintech, management and entrepreneurship. He genuinely enjoys working with people and outside of the office participates in a variety of charitable endeavors. A resident of Los Angeles, he has a passion for the outdoors, enjoying camping, fishing, skiing and golf.