Mark Masterson, Cima®, Aif® Email and Phone Number
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Mark Masterson, Cima®, Aif® personal email
Mark Masterson, Cima®, Aif® phone numbers
Mark Masterson brings 28 years of financial services experience to the families we serve at Hightower Naples. His first 16 years as a Vice President, Portfolio Manager, and Wealth Management Advisor at Merrill Lynch where he was a member of the Circle of Excellence awarded annually to the top Financial Advisors.As a Partner and Managing Director of Hightower Naples, Mark serves as the Chief Investment Officer charged with helping craft asset allocation and portfolio construction for our clients, as well as formulating and articulating the market outlook and commentary for our team. He has attained the Certified Investment Management Analyst (CIMA®) designation through the Wharton School of Business at the University of Pennsylvania. Mark also is an Accredited Investment Fiduciary. He is an active member of the Investment Management Consultants Association, and has served as a board member for local organizations and schools.Mr. Masterson has been recognized for his efforts on behalf of clients. He was selected to the Barron’s top 1000 Advisors in the country list in 2010 - and Hightower Naples has earned the distinction as well in 2016 2018, 2019 and 2020. Mark was selected to the Forbes Top Advisor list seven times (2018 - 2024) He is also regularly recognized as a 5 Star Wealth Manager by GulfShore Life Magazine. (from 2006 - 2024)Mr. Masterson is a Magna Cum Laude graduate of Auburn University with a degree in International Trade. He lives in Naples, Florida with his wife Sarah and their eight beautiful children. He holds his Series 7, 31, 63, and 65 licenses.
Hightower Naples
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- hightoweradvisors.com/VWG
- Employees:
- 22
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Managing Director, PartnerHightower NaplesNaples, Fl, Us -
Managing Director, PartnerHightower Naples 2011 - PresentHightower Naples employs a comprehensive, planning-based approach to meet the unique needs of the families we serve. Our clients include many successful private business owners, professional athletes, and senior executives at leading public companies across the country. Working with a small, select group of clients allows us to maintain the intimacy of a boutique, while offering the global resources of a large investment firm. -
Vice President, Portfolio Manager, And Wealth Management AdvisorMerrill Lynch 1995 - 2011Served affluent families for 16 years as a Vice President, Portfolio Manager, and Wealth Management Advisor at Merrill Lynch. He was a member of the Circle of Excellence awarded annually to the top Financial Advisors.
Mark Masterson, Cima®, Aif® Skills
Mark Masterson, Cima®, Aif® Education Details
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International Trade
Frequently Asked Questions about Mark Masterson, Cima®, Aif®
What company does Mark Masterson, Cima®, Aif® work for?
Mark Masterson, Cima®, Aif® works for Hightower Naples
What is Mark Masterson, Cima®, Aif®'s role at the current company?
Mark Masterson, Cima®, Aif®'s current role is Managing Director, Partner.
What is Mark Masterson, Cima®, Aif®'s email address?
Mark Masterson, Cima®, Aif®'s email address is mm****@****ors.com
What is Mark Masterson, Cima®, Aif®'s direct phone number?
Mark Masterson, Cima®, Aif®'s direct phone number is +131296*****
What schools did Mark Masterson, Cima®, Aif® attend?
Mark Masterson, Cima®, Aif® attended Auburn University.
What skills is Mark Masterson, Cima®, Aif® known for?
Mark Masterson, Cima®, Aif® has skills like Financial Advisory, High Net Worth Individuals, Private Wealth Management.
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