Mark's 28-year career spans financial services, media and retail. At Premier Wealth Advisors, he serves individual as well as institutional clients, with special focus on the financial planning issues related to family offices, divorce, retirement, trust and estate planning. Mark can be seen as a regular guest on CNBC and FOX BUSINESS NEWS, and is often quoted in The Wall Street Journal.
Mark joined the Premier Wealth Advisors team in April 2009 and is also an Investment Executive and Registered Representative of First Allied Securities, Inc. Mark holds his FINRA Series 7 and 66 licenses and is also licensed by various state insurance departments for life, annuities, health and disability insurance.
Mark brings his clients broad-based experience earned at such major corporations as UBS Financial Services Inc, Merrill Lynch, Forbes and Crains, as well as through co-ownership of a Madison Avenue retail clothing store. This unique perspective gives him a deep appreciation of the value of examining both sides of the balance sheet and weighing all aspects in a financial equation. Mark is a graduate of East Stroudsburg University with a dual BA/BS degree; he is fluent in both Russian and Spanish.
A resident of Manhattan for more than 15 years, Mark is a member of the Rotary Club of New York and the Society for Human Resource Management. He participates in community and volunteer activities and pursues personal interests in feature film production, travel, weight training and contemporary art. Mark and his wife, Angela, are the parents of one daughter, Audrey.
Premier Financial Advisors, Inc. | Premier Wealth Advisors, LLC.
14 E 60th Street Suite 402 | New York, NY 10022
Phone: 800-499-4143 Fax: 212-752-7673 Email: email@example.com
Securities offered through First Allied Securities, Inc. Member FINRA & SIPC. Advisory Services offered through Premier Wealth Advisors, LLC. (PWA) & First Allied Advisory Services, Inc. (FAAS). PWA & FAAS are not related entities.
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