CFP®, CIMA®, Series 7, 24, 51 & 63 Securities Registrations*, Series 65 Advisory Registration†
Mark’s extensive background in the financial services industry includes working for one of the largest brokerage firms in the U.S., one of the largest banks in the Northeast, and one of the largest insurance companies in the world.
A widely respected figure within the industry, Mark’s long-running track record of success has continued in his new role as a Senior Vice President, Financial Advisor. His insight and experience enable him to offer clients exceptional advice and guidance on their journey along the path to a financially independent future.
Over the past 30 years, Mark has been profiled in many industry publications and has earned numerous awards and accolades. Forbes has recognized Mark as one of America’s Top 250 Wealth Advisors1 as well as a Best-In-State Advisor.2 In addition, he has been named a Barron’s Top Advisor for 11 years and as the top ranked independent advisor in the state for five of those years.3
Other achievements include being named to Top Advisor lists by Worth,4 Fortune,5 Reuters,6 Financial Times,7 Registered Rep,8 Medical Economics,9 and as seen in New Jersey Monthly magazine.10 NJBIZ selected Mark for the inaugural Leaders in Finance awards program11 and as one of the Top Forty Under 40 honorees.12 He is a Research magazine Advisor Hall of Fame inductee13 and was awarded Advisor of the Year by Boomer Market Advisor magazine.14 He often serves as a resource for both local and national media.
- Certified Investment Management Analyst®
- CERTIFIED FINANCIAL PLANNER™ Professional
- Barron’s Top Advisor (2009-2017, 2020-2021)
- America’s Top 250 Wealth Advisor by Forbes (2016, 2018-2020)
- NJBIZ Leader in Finance (2021)
Mark serves clients at our Parsippany, NJ office.
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* Securities registrations are held with LPL Financial, Member FINRA/SIPC.
† Advisory registrations are held with Wealth Enhancement Advisory Services.
1 The Forbes ranking, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors such as revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. (2016, 2018-2020)
2 The Forbes ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. The algorithm weights factors such as industry experience, revenue trends, assets under management, compliance records and those that encompass best practices in their practices and approach to working with clients. (2018-2021)
3 Top Advisor List is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. (2009-2017, 2020-2021)
4 Based on nominations, industry associations, background, professional designations, client retention rates, and average portfolio returns. (2002)
5 Award based on assets under management. (2008)
6 Based on rigorous quantitative analysis of factors including growth of assets under management and growth of average assets per client relative to peers. (2008)
7 Based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 400. (2015)
8 Created by Registered Rep magazine, the top-50 lists rank advisors in the U.S. by the amount of assets they have under management. To be considered for these Registered Rep rankings, advisors must have at least 50% of their business with individual investors. (2007-2009)
9 Advisors are chosen based on an extensive questionnaire including experience, educational background, qualifications, and good standing with both FINRA and the SEC. (2008-2015)
10 Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the Five Star Wealth Managers. Research conducted by Five Star Professional. (2012-2021)
11 NJBIZ’s independent panel of judges reviewed both nominations and extensive applications to make their selections. Honorees were selected based on industry and community involvement and achievement through their energy and innovative ideas. (2021)
12 Award is based on age, leadership, and a record of achievement. (2004)
13 Based on a minimum of 15 years industry experience, assets under management, client service, peer recognition, and selected by a panel of judges. (2003)
14 Based on his extensive industry knowledge and experience, the ability to navigate his clients through the downturn, his approach to addressing longevity and income issues, and the power to stand out from the competition. (2010)