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Mark II

Director of Capital Markets @ Ascendant Capital, LLC

Mark II Contact Details

Washington D.C. Metro Area
Director of Capital Markets @ Ascendant Capital, LLC
SVP; Financial Advisor @ Private Wealth Management
Stern Advantage Program @ NYU Stern School of Business

Client-focused Advisor in the wealth management services industry. Serving the ultra-affluent and high net worth through holistic financial planning and investment management to create wealth accumulation, preservation and transfer strategies. Specialties: Asset allocation, investment management, financial planning, retirement planning, multi-generational wealth transfer, insurance, private banking

Vice President, Wealth Advisory @ From 2015 to Present (less than a year) 

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