Managing Director, Investments, Alliance Global Partners, Accredited Investment Fiduciary®
Mark’s 30-year career spans financial services, media and publishing. At A.G.P./Alliance Global Partners, he serves individuals and institutional clients, with a special focus on the financial planning issues related to family offices, divorce, retirement, trust and estate planning. Mark has been seen as a regular guest on CNBC and FOX BUSINESS NEWS, and has previously been quoted in The Wall Street Journal.
Mark joined the A.G.P./Alliance Global Partners wealth management team in August 2019 and is an Investment Adviser Representative as well as a Registered Representative of A.G.P./Alliance Global Partners. 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 CRAIN’s New York Business.
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 semi-fluent in both Russian and Spanish.
A resident of Manhattan for more than 25 years, Mark participates in community and volunteer activities and pursues personal interests in feature film production, travel, weight training, yoga, and contemporary art.
Member of the Estate Planning Council of New York City.
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