Mark Buckman
Co-Founder at Family Investment Management L.P. | Carlsbad, California, United States
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Mark Buckman is a seasoned investment professional and the Co-Founder and Chief Investment Officer at Family Investment Management L.P., where he plays a pivotal role in shaping the firm’s core investment philosophy. With a focus on managing family wealth and retirement plans, Mark emphasizes a risk management-driven approach that is essential in today’s volatile investment climate. His expertise spans a wide array of investment strategies, including alternative investments, portfolio management, and global tactical asset allocation, allowing him to tailor solutions that meet the unique needs of each client.
Under Mark's leadership, Family Investment Management has undertaken several key projects aimed at enhancing client engagement and optimizing investment outcomes. One notable initiative has been the development of comprehensive retirement planning services that integrate 401k rollovers and life insurance strategies, ensuring that clients are well-prepared for their financial futures. Mark’s commitment to due diligence and objectivity has fostered a culture of trust and transparency, making him a reliable representative for clients navigating complex investment products.
Mark’s extensive knowledge of mutual funds and alternative investments positions him as a thought leader in the industry, enabling him to provide clients with informed insights and innovative solutions. As a trusted advisor, he understands that investors today require not only a deep understanding of appropriate investment products but also a partner who prioritizes their best interests. Through his work at Family Investment Management, Mark Buckman continues to redefine the standards of excellence in investment management, empowering families to achieve their financial goals with confidence.
Co-Founder at Family Investment Management L.P. in September 2003 to Present
Vice President, Investments at PaineWebber in January 2000 to January 2003
Vice President, Investments at Morgan Stanley Dean Witter in January 1998 to January 2000
Associate Vice President, Investments at Merrill Lynch in January 1994 to January 1998
Associate Vice President, Investments at Prudential Securities in January 1991 to January 1994
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Investment Strategies
Retirement Planning
Alternative Investments
Risk Management
Portfolio Management
Income Strategies
Mutual Funds
Life Insurance
401k Rollovers
529 Plans
Global Tactical Asset Allocation
Objectivity
Due Diligence
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What is Mark Buckman email address?
Email Mark Buckman at [email protected] and [email protected]. This email is the most updated Mark Buckman email found in 2026.
What is Mark Buckman phone number?
Mark Buckman phone number is +17606853393 and +17608220232.
How to contact Mark Buckman?
To contact Mark Buckman send an email to [email protected] or [email protected]. If you want to call Mark Buckman try calling on +17606853393 and +17608220232.
What is Mark Buckman net worth?
Mark Buckman has an estimated net worth of $375,000 to $499,999
What company does Mark Buckman work for?
Mark Buckman works for Family Investment Management L.P.
What is Mark Buckman's role at Family Investment Management L.P.?
Mark Buckman is Co-Founder
What industry does Mark Buckman work in?
Mark Buckman works in the Financial Services industry.
Mark Buckman Email Addresses
Mark Buckman Phone Numbers
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