Mark Guinney, CFA
Managing Director, Investment Strategy
With more than 25 years of investment management experience, Mark serves as Managing Director of Investment Strategies for Cresset’s California Region. He brings deep expertise in working with ultra-high-net-worth families and family offices, with a focus on impact investing specifically related to environmental sustainability and financial wellness. Prior to joining Cresset, Mark most recently served as the Co-Head of the Investment Group at Tiedemann Advisors, where he had responsibility for market strategy, manager selection, risk management and asset allocation for all investment programs. He was also a member of the firm’s internal Investment Committee. Prior to that role he was the Chief Investment Officer at the Presidio Group, which later became Tiedemann Advisors.
Mark is a frequent speaker at industry conferences and events and is the author of multiple papers on topics related to investing and wealth management. In 2018, he co-authored the CFA level III required reading on “Asset Allocation to Alternative Strategies”. He is also a member of CFA Institute and CFA Society of San Francisco. Mark earned a bachelor’s degree in economics from Pomona College, and an MBA from the Haas School of Business at the University of California, Berkeley.
Born and raised in California, Mark currently resides in Mill Valley just north of San Francisco with his family.