Mark is a Managing Director, Private Wealth Advisor, and Sports and Entertainment Director with Morgan Stanley’s Private Wealth Management division. He is based in Morgan Stanley’s Silicon Valley office complex in Menlo Park, California, along with five business colleagues and a supporting team of seven associates. Mark and his team develop customized wealth management solutions for entrepreneurs, corporate executives, private equity professionals, and their related foundations and endowments. His team advises on fixed income, equity, and alternative investment portfolios totaling approximately $18 billion on behalf of its clients (as of December 31, 2017).
Originally from the San Francisco Bay Area, Mark earned a B.A. from the University of California, Los Angeles in 1981 and an M.B.A. from the University of California, Berkeley in 1990. Mark joined Dean Witter Reynolds in 1983 and moved to Morgan Stanley’s Private Wealth Management Division in 1990. Mark has been featured in Barron’s as a top Financial Advisor in America since 2011 and as a top Financial Advisor in California since 2012. Most recently, Mark was recognized by Forbes’ as one of America’s Top Wealth Advisors of 2016. Additionally, Mark’s team was ranked as the #1 wealth management team in America in, 2007, 2008, and 2009 by Research magazine. Mark currently sits on the Morgan Stanley Private Wealth Management Advisory Council, is a former Trustee at the Menlo School in Atherton, CA, and active with local philanthropies. Mark and his wife Julie have three children and reside in the San Francisco Bay Area.
Securities Agent: AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative