Financial Planning Analyst

Mark joined Cornerstone Capital Advisors in March of 2010. As a Financial Planning Analyst, Mark assists clients to develop a financial plan to meet their short-term and long-term goals through investment, retirement, income tax, estate and college planning.
Mark graduated Summa Cum Laude from Walsh University in 2008 with a Bachelor of Arts degree in Finance. He was also elected the Outstanding Senior in Business at Walsh University. Mark is currently pursuing the CERTIFIED FINANCIAL PLANNER™ designation.






