Providing Stability in Volatile Times
Mark is the founder of Anchor Divorce Financial Advisory Service LLC. He has over 25 years experience in wealth management. He is a Chartered Financial Analyst (CFA®) and a Certified Divorce Financial Analyst (CDFA®).
In addition to founding Anchor Divorce Financial Advisory Service, LLC, Mark is a Senior Portfolio Manager at Covenant Asset Management LLC. He is an experienced wealth management professional focused on helping high net worth individuals and families determine and achieve their financial goals and objectives.
Mark has worked in the financial services industry since 1988 in various positions. Prior to joining Covenant Asset Management in 2013, Mark spent 13 years at AEPG Wealth Strategies, an independent wealth manager, where he served as Chief Investment Officer. Mark received the Chartered Financial Analyst designation in 1998, and is a prior Chairman of the New York Society of Security Analysts.
Mark has a B.S. in economics from the Wharton School of Business at the University of Pennsylvania and an M.B.A. in finance from the Haas School of Business at the University of California at Berkeley.