Mark C. Marotta, CIMA® Managing Director

Advisors earn their clients’ trust over time through innumerable small encounters and exchanges. I work hard to be my clients’ trusted advisor. I genuinely care about our clients, and they know it.

Mark is a Certified Investment Management Analyst and has more than 37 years of experience in the financial services industry. His areas of focus include retirement planning, wealth transfer, portfolio design, income strategies and wealth management. In addition, he is responsible for the marketing and client communication initiatives of The Mahoney Group.

Mark co-founded The Mahoney Group with Chris Mahoney and Kevin Mahoney in 1996 while at Merrill Lynch, and transitioned to Raymond James in 2015. Earlier in his career, Mark worked for several financial firms in New York City. He earned a bachelor’s degree in political science with a minor in business administration from the State University of New York.

Mark has also been recognized for his contributions to the charitable endeavors and scholarship fundraising activities of the Sons of Italy in America. He participates in the annual Thanksgiving food drive in conjunction with the Sons of Italy.

He has been highly involved in youth baseball and basketball in his community. He has served as a board member, director of basketball, basketball coach and baseball coach for the Ho-Ho-Kus/Saddle River Recreation, and has played in the Ho-Ho-Kus Men’s Softball League.

Originally from Pearl River, New York, Mark now lives in Ho-Ho-Kus, New Jersey, with his wife, Diane. They have two children, Christian and Caroline. In his free time, Mark enjoys reading, writing, music, films, weight training, playing the drums and cooking. He is a member of Sons of Italy, Vincent Linguanti Lodge in Suffern, New York; and a parishioner at Saint Luke’s Church in Ho-Ho-Kus, New Jersey.

 

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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.