Mark is a wealth advisor and vice president of strategy and Mariner. He is a member of Mariner’s business consulting team and leads the firm’s advisory services team. His mission is to accelerate innovation with the goal of creating better financial outcomes by focusing on delivering modern and comprehensive wealth management experiences to individuals and families. He is passionate about driving the wealth management industry forward and, as part of his role, is responsible for leading a variety of strategic initiatives. He is also active in the fintech space.

Prior to joining Mariner, Mark worked at AdvicePeriod. Before that, he was with Ironwood Capital Management, where he focused on multi-manager hedge fund portfolios. Additionally, he has experience working in commercial real estate.