Client-focused Financial Advisor with background in Investment Mgmt. I provide comprehensive Personal and Business Financial Planning services and act as the CFO of your life
Mark Mikhail is a veteran in the financial services industry. At his core, Mark is driven by his mission to serve his loved ones and his community through expertise, loyalty, and resilience. Building meaningful relationships and adding value to all parts of his client's lives are at the forefront of everything he does. Before his transition into the finance industry, Mark had worked several years in the culinary field, most recently as an Executive Chef in NYC; in the investment industry as an Analyst & Portfolio Strategist; and as a General Manager in the high-end jewelry and luxury goods space. Through his past professional experiences, Mark has acquired and honed a wide array of skills that he carries with him in his new career such as keen analytical skills, exceptional customer service, and a persistent drive for excellence.