Mark joined Cornerstone Capital Advisors in March of 2010. His experience developing financial plans focused on investments, retirement, income tax, estate planning, and college planning gives him invaluable insight as he recommends strategies for clients to achieve their short and long-term financial goals.
Mark graduated Summa Cum Laude from Walsh University in 2008 with a Bachelor of Arts degree in Finance. At Walsh, he was elected the Outstanding Senior in Business as well as received the Outstanding Student award for the 2008/09 academic year.
Mark earned his CERTIFIED FINANCIAL PLANNER™ designation in June 2012. Additionally, he earned the right to use the Chartered Financial Analyst® (CFA®) designation in September 2016. The CFA® designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis.