Wealth Architects, LLC, Chief Executive Officer
Mark is respected for his ingenuity and insight as Chief Wealth Architect and strategic advisor to Wealth Architects’ affluent clients, particularly those with highly concentrated wealth. During his 11 years prior experience at Smith Barney, Mark advised a broad group of clients, including entrepreneurs, executives, and families from many of America’s leading corporations. While serving as Senior Investment Management Consultant and First Vice President-Investments, Mark was one of only a handful of Smith Barney’s more than ten thousand financial consultants to earn the Advisor, Private Wealth Management designation - a recognition awarded to an elite group of consultants with a particular proficiency in comprehensively advising affluent clients. Prior to Smith Barney, Mark worked with the investment firm, Oppenheimer & Company, in Los Angeles.
Mark attended UCLA and earned his B.A. in Political Science and Business Administration. Mark is married to his college sweetheart, Samantha, and they are the proud parents of three children. Mark enjoys playing competitive soccer, running, swimming, skiing, Bikram yoga, and contributing as an active leader in his community. Mark is an alumnus of Leadership Mountain View, member of the Silicon Valley Community Foundation Council Advisors, and he currently serves on the Board of Directors for the YMCA of Silicon Valley, where he is chairman of the YMCA Association’s Investment Committee. In 2007 he received the Red Triangle Award, awarded to one outstanding volunteer who demonstrates exemplary leadership in support of the mission of the YMCA for more than 10 years.