Executive Managing Director, Head of Family Office Services
Mark Rogozinski is an Executive Managing Director and Head of Family Office Services at Cresset. In this role, Mark oversees the firm’s comprehensive suite of Family Office Services, which includes Banking and Lending, CFO, Family Governance, Lifestyle, Risk Management, Tax, Wealth Planning, and Wealth Strategy.
Mark has held various executive leadership roles over the past 25 years within the financial services sector. Most recently, he served as Chief Strategy Officer at Pitcairn (a multi-family office). He has also held the following positions throughout his career: CEO of The Swarthmore Group (an asset/wealth management firm), CEO of Asset Vantage Inc. (a wealth-tech business), President of RockIT Solutions, Inc, and Head of the Operations and Technology Group of Rockefeller & Co, Inc. In addition, he previously served as Managing Director at SEI, Senior Vice President of Corporate Development at WealthTrust (a roll-up of wealth mgmt. firms), Partner, Principal and Chief Operating Officer for Homrich & Berg, Inc, Chief Operating Officer at Convergent Wealth Advisors, LLC, and Chief Financial Officer of Atlantic Trust PWM.
Prior to entering the financial services sector, Mark served in various positions at Nypro Inc., and Raytheon.
Mark completed the Financial Management Development Program at Raytheon after graduating from Babson College with a Bachelor of Science degree in finance/investments, entrepreneurial studies, and communications.