Mark has over twenty years of experience working in multi-family offices and private banks advising families and business owners in areas such as multi-generational wealth planning, investment management, pre-transaction planning, and private banking.

As the Senior Director of  Strategic Relationships, Mark is responsible for new business development that will deliver organic growth for the firm. Mark also leads the firm’s pre-transaction planning initiative for entrepreneurs and executives.

The firm’s mission is Fulfilling Lives™, Mark supports this by being passionate around reducing regret which is very common among business owners who have sold. To accomplish this goal, Mark and his team acts as guides for business owners so that they can determine if they are truly ready to sell from all perspectives: personal, financial, and business.

Before joining True North in 2024, Mark served as market leader for BMO Wealth Management in Texas.  Prior to that, Mark served as director of business development for Tolleson Wealth Management.

Mark earned a Bachelor of science in Biology from the University of Texas at Austin. In addition, he has a Master of Business Administration in Finance from Southern Methodist University. Mark is also a Certified Private Wealth Advisor® (CPWA).

Mark’s hobbies and interests include fitness, travel, snow skiing, premier league soccer, and Formula 1. Outside of the office, Mark loves to spend time with his wife, two children, and is often seen walking his two dogs.