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Mark’s primary duties include investment and relationship management of his clients. He has more than 34 years of investment experience. Most of his clients have been with him for decades.

After finishing UCSB in 1982, Mark began his financial services career in banking as well as the insurance industry, early on with Prudential Insurance. In 1986 he began his advisory career with Dean Witter and has spent the last 34 years as a financial advisor.