Director, Wealth Advisor
Mark is a Director, Wealth Advisor with Cresset’s Atlanta office. He works with clients to understand their financial goals, identify appropriate investment solutions, and build resilient portfolios across various market cycles.
Previously, Mark worked for Merrill Lynch’s Private Wealth Management division. At Merrill, he focused on developing and maintaining relationships with ultra-high-net-worth families. His responsibilities included economic research, investment analysis, and customized portfolio construction. Earlier in his career, Mark was a Senior Research Analyst and served on the portfolio committee for Henssler Financial.
Mark graduated from Kennesaw State University with a Bachelor of Business Administration. He holds the Chartered Financial Analyst (CFA®) designation and is a member of the Atlanta Society of Finance and Investment Professionals.
Mark and his partner, Elizabeth, live in Atlanta with their two cats. Mark enjoys spending time with family and friends, cooking, traveling, hiking, and reading.