BMO Family Office
Wealth Planning Consultant
BMO Private Bank
Mark provides customized financial planning solutions to high net worth individuals and families as part of an overall personal wealth management strategy. He joined the organization in 2018, and has over 10 years of experience in the financial industry.
Mark earned a BS in Accounting and Finance from University of Illinois at Chicago. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Mark makes his home in Chicago. In his free time he enjoys reading, spending time with family, and enhancing his botany knowledge.