Regional President & Market Leader Senior Managing Director
MAI Capital Manegement
Independence, Ohio
Mark Joined MAI in 2021 after the acquisition of the wealth management division of Ownership Advisors, where he served as Partner and President for over 14 years. He has over 20 years of experience in helping clients grow and transfer wealth to families and charities, aiming to engage across generations. Mark was a Vice President and Trust Officer at First Merit Bank and spent six years at LPL Financial in San Diego as Director of Estate and Financial Planning.
Life Outside of MAI consists of Treasurer for Reformed Forum, a podcast ministry, Board Member for Cuyahoga Valley Christian Academy. Elder at my local church and he coached Soccer and Baseball in Hudson since 2006.
Mark received his BA in Finance at Anderson University and his MS in Financial Planning and Taxation at San Diego State University,
PM17 - Future-Proofing Surgeon Wealth: Advanced Planning and Risk Mitigation
Friday, October 2, 2026
10:30 AM - 12:30 PM PDT