Mark has over 25 years of experience in the investment industry and comes to Platinum Wealth Partners after spending 9 years at Tamro Capital Partners, a Registered Investment Advisor in Washington, DC, where he was a Partner and Investment Committee member overseeing $2.4 billion dollars in assets for individuals, corporations, pension plans and institutional clients. Mark holds a B.S.in Economics from the University of South Florida and an M.S. in Finance from Colorado State University.
Your Platinum Wealth Partners Advisor provides access to some of the broadest ranges of investment and risk management platforms in the industry, including mutual funds, annuities, life insurance, 401K and portfolio services. There is no special incentive for the Advisor to choose one product over another beyond their belief that it is the most appropriate investment for their clients. At Platinum Wealth Partners, the power of independence means that your financial advisor is able to make the best possible recommendation with only your best interests at heart.
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