Managing Director, Partner
Mark serves as a Managing Director at Creative Planning. Mark works with his team in New York City to create and maintain a client’s customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Mark brings to his clients more than 17 years of experience in the financial services industry. Prior to joining Creative Planning, Mark was the Chief Executive Office of an independent registered investment advisory firm catering to the needs of high-net-worth executives, entrepreneurs, professional athletes and entertainers. Prior to working in financial services, Mark was a corporate and real estate finance attorney at the multi-national law firm of Weil, Gotshal & Manges in New York City.
Mark is a Registered Financial Advisor with the NFLPA and a member of the District of Columbia, Florida and American Bar Associations. Mark also serves as Co-Chair for the non-profit Business of Sports School (BOSS) in New York.
Mark grew up in Bethesda, Maryland and graduated Cum Laude with a Bachelor of Arts degree in Politics and American Studies from Brandeis University. Mark also graduated Cum Laude with both a Master of Business Administration degree and Juris Doctor from The George Washington University.
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