Biography
PROFESSIONAL:
Mark started his professional career in the United States Marine Corps. After serving as an expert marksman and infantryman, he left the Corps to complete his education. After attending Oakland University, Mark graduated with honors with a triple major in Accounting, Economics, and Finance. He started his career in the public accounting sphere but realized soon that this was not his preferred path. He worked briefly for Rock Financial under Dan Gilbert’s tutelage before leaving to lead his family’s wine business.
For nearly 8 years, Mark ran the family’s business while simultaneously working to obtain his Masters in Finance. After selling the family business in 2000, Mark moved into financial services. Mark swiftly passed his Series 7, 65 and 66 exams and became the “Freshman of the Year” with AXA Advisors. From there, he moved to MetLife before moving to London with his wife in 2009. Mark joined MASECO Private Wealth in 2010 and is currently a Senior Wealth Manager with the firm.
In 2016, Mark became the Director for MASECO Asia Limited, headquartered in Hong Kong. He is based in HK, but spends time seeing clients in Asia, Europe, especially the UK, and the US.
Mark is passionate about helping families, trusts, and corporations solve their complex financial challenges and concerns. Having worked in the industry for over 20 years, he has a wealth of knowledge and experience from all over the world that he is keen to share with clients and colleagues.
IN HIS SPARE TIME:
In his spare time, Mark is an avid gym rat focusing on weightlifting, tennis, golf, hiking, and many other activities. He loves spending time with his family, his Basset hound and travelling the world.
CREDENTIALS:
• Bachelor of Science (with honors) in Accounting, Economics and Finance from Oakland University.
• Master’s in Finance (with honors) from Walsh College.
• Series 7, 63, 65 and insurance licenses in the US.
• Certified Investment Management Analyst (CIMA®) certified in the US, 2009.
• Diploma in Regulated Financial Planning in the UK, 2012.
• Wealth Management license in Hong Kong, 2016.