Mark joined Merrill in 2021 after a 27 year carrier advising Ultra High Net Worth clients in Chicago. He has extensive experience helping clients and their families navigate the financial aspects of major life transitions, from selling a business to preparing the next generations to inherit wealth. As a Private Wealth Manager, he combines his personal investment insights with access to a wide range of resources available from Merrill and Bank of America.

Mark works exclusively with 25 ultra-high-net-worth families, assisting in the design of financial strategies that reflect their personal values, future aspirations, and legacy goals. He emphasizes preparation for both anticipated and unexpected life events, with a focus on helping clients understand and manage market volatility in pursuit of their financial goals.       

Mark graduated from the University of Kansas with a degree in Economics. Subsequently, he earned the Chartered Financial Analyst^® (CFA^®) designation, a globally recognized professional credential given by the CFA^® Institute.

Mark lives on Chicago’s North Shore, where he is active in the community. He previously served on the board of Lake Front SRO supported housing for the homeless (now Mercy Homes). He has also volunteered with the Salvation Army and the Children’s Center for the Visually Impaired. Mark enjoys playing tennis and rooting for the Kansas Jayhawks.      

  

 

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I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.