Mark is the founder of Clariata. Mark left his Wall Street career to start Coppertree in 2005 so he could help families pursue what really mattered to them.

 

At Coppertree Mark created a process based on his philosophy that his clients needed to focus on more than just their money to reach places they only imagined were possible.

 

Clariata will give advisors this same ability to help families use all they have to get what they want. Mark holds a B.S. from the University of Cincinnati and an MBA from the University of Notre Dame.