Mark and his team joined Raymond James in 2017 founding and leading Wasatch Capital Management of Raymond James as a Senior Vice President of Investments. He was drawn to the firm because of their commitment to the highest ethical standards, principled governance, and professional integrity, which are perfectly aligned with his core values. He truly loves his profession and feels incredibly honored and blessed to work with his clients, whom he considers to be his extended family.
Mark and his team have the privilege to shepherd clients through the financial planning process, as sage, trusted guides. In addition to helping individuals and families, Mark and his team also advise business owners, non-profits, and retirement plans with wealth and assets ranging from $500,000 to $50 million. Mark enjoys helping clients make financial decisions on all aspects of their wealth, from the next real estate investment, to what pension option aligns most strategically with their financial plan.
Mark received a bachelor’s degree in finance at the University of Utah, followed by an MBA from UCCS. He has been a financial advisor for over 24 years and earned the prestigious CERTIFIED FINANCIAL PLANNER™ marks in 1999. In addition to his professional practice, Mark has been an adjunct professor at the University of Utah since 2002 which has enabled him to share his knowledge and experience with both undergraduate and graduate students in the David Eccles School of Business. Mark was named on the 2020 Forbes Best in State Wealth Advisor list†.
Mark is passionate about financial literacy and helping others better understand money, finance, and economics. When not in the office or classroom, Mark and his wife, Savina, spend their time hiking, traveling, staying fit, and playing with their furry, four-legged children.
† The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.