About
Mark
Mark joined Focus Partners Wealth in 2026, having previously worked at Kovitz, where he was a founding team member.
At Kovitz, he was a Regional Practice Leader and a Voting Portfolio Manager of the Hedged Equity Strategy and served on both the firm’s Fiduciary Board and Executive Committee, helping formulate and implement both long-range strategic initiatives and daily operations. Prior to the formation of Kovitz in 2003, Mark was working as a financial advisor for the Kovitz Group within Rothschild Investment Corporation.
Education and Professional Milestones
-University of Iowa – bachelor’s degree in business administration
Mark joined Focus Partners Wealth in 2026, having previously worked at Kovitz, where he was a founding team member.
At Kovitz, he was a Regional Practice Leader and a Voting Portfolio Manager of the Hedged Equity Strategy and served on both the firm’s Fiduciary Board and Executive Committee, helping formulate and implement both long-range strategic initiatives and daily operations. Prior to the formation of Kovitz in 2003, Mark was working as a financial advisor for the Kovitz Group within Rothschild Investment Corporation.
Education and Professional Milestones
-University of Iowa – bachelor’s degree in business administration