Mark Muntean, CFA, CFP®, AIF®
Mark Muntean advises clients that are early and mid-career, providing custom guidance on the accumulation of resources to achieve financial goals both before and during retirement. He also advises retirees as they navigate portfolio distributions, cash flow, and taxes. Mark focuses his experience on investment management, retirement planning, employee stock options, restricted stock, personal income tax, and charitable giving.
Mark joined Cornerstone Capital Advisors in 2010. In addition to his role as a Lead Advisor to clients, he serves as Chairman of the firm’s Investment Committee where he provides research and guidance on investment due diligence and portfolio design.
Mark graduated Summa Cum Laude from Walsh University in 2008 where he earned a Bachelor of Arts degree in Finance. Mark earned his CERTIFIED FINANCIAL PLANNER™ designation in June 2012. Additionally, he became a CFA® (Chartered Financial Analyst®) charterholder in September 2016. The CFA® designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis.