Mark Sloss
Founder, President and Owner at Northbranch Records, LLC dba/ Professional Wind Instrument Consultants | Weehawken, New Jersey, United States
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Mark Sloss is a multifaceted leader with over 30 years of experience in finance and the performing arts, currently serving as the Founder, President, and Owner of Northbranch Records, LLC, which operates under the name Professional Wind Instrument Consultants (PWIC). His unique blend of expertise in corporate finance and portfolio management, coupled with a deep passion for music, positions him as a strategic advisor to both individual and institutional investors. At PWIC, Mark has established a high-end boutique that specializes in consulting, sales, and support for wind instruments, catering to the needs of renowned soloists, symphony orchestra members, and conservatory students across the globe.
Under Mark’s leadership, PWIC has become synonymous with excellence in the performing arts community, providing tailored solutions that enhance the musical journey of artists and students alike. His commitment to sustainability and ethical practices in the arts is reflected in the meticulous selection of boutique investment managers and exchange-traded funds that align with the values of his clientele. Mark’s extensive experience with philanthropic organizations and family offices allows him to navigate the complexities of wealth management while ensuring that his clients’ artistic endeavors are supported by sound financial strategies.
In addition to his role at PWIC, Mark is actively involved in various key projects that bridge the gap between finance and the arts, including initiatives aimed at promoting financial literacy among musicians and supporting the sustainability of the arts sector. His ability to synthesize research and tactical asset allocation strategies ensures that both his investment portfolios and the artistic aspirations of his clients are managed with the utmost care and precision. Mark Sloss is not just a leader in finance; he is a passionate advocate for the performing arts, dedicated to empowering artists through thoughtful financial stewardship.
Founder, President and Owner at Northbranch Records, LLC dba/ Professional Wind Instrument Consultants in January 2001 to Present
CEO at Regenerative Investment Strategies, LLC in December 2016 to Present
Partner at Wilde Capital Management, LLC in December 2016 to Present
Strategic Advisor, Chief Strategy Officer, Chief Financial Officer at HealRWorld in January 2020 to Present
Leadership Team at Future Capital in January 2021 to Present
Head, Investment Management Models and Portfolios at UBS Wealth Management Americas in June 2015 to May 2016
Head, Sustainable Investment Implementation for Wealth Management Americas at UBS Wealth Management Americas in May 2005 to May 2016
Executive Director, Senior Portfolio Manager at UBS Wealth Management Americas in January 2009 to May 2015
Head of Investment Management Research at UBS Wealth Management Americas in April 2012 to November 2013
Director, Investment Content Development at UBS Wealth Management Americas in February 2007 to December 2008
Director, Institutional Manager Research at UBS Wealth Management Americas in May 2005 to January 2007
Director at New York Life Investment Management in January 1994 to January 2005
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Northwestern University, BM, January 1986 to January 1990
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Corporate Finance
Fundraising
Portfolio Management
Investment Research
Variable Annuities
Sustainability
Charities
Philanthropy
Impact Investing
Retirement Plan Consulting
Business Strategy
New Business Development
Entrepreneurship
Performing Arts
Music Industry
Musicians
Music Production
Musical Instruments
Studio Recording
Live Recording
Record Labels
Alternative Investments
Tactical Asset Allocation
Global Tactical Asset Allocation
Asset Allocation
Institutional Investments
Multi-family Investments
Research
Market Research
Investments
Strategy
Mutual Funds
Wealth Management
Management
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What is Mark Sloss email address?
Email Mark Sloss at [email protected] and [email protected]. This email is the most updated Mark Sloss's email found in 2026.
What is Mark Sloss phone number?
Mark Sloss phone number is 908-938-6300.
How to contact Mark Sloss?
To contact Mark Sloss send an email to [email protected] or [email protected]. If you want to call Mark Sloss try calling on 908-938-6300. (updated on April 18, 2024)
What company does Mark Sloss work for?
Mark Sloss works for Northbranch Records, LLC dba/ Professional Wind Instrument Consultants
What is Mark Sloss's role at Northbranch Records, LLC dba/ Professional Wind Instrument Consultants?
Mark Sloss is Founder, President and Owner
What industry does Mark Sloss work in?
Mark Sloss works in the Financial Services industry.
Mark Sloss Email Addresses
Mark Sloss Phone Numbers
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