Mark works to be a valuable advisor and resource to his clients. He works closely with his clients along with affiliated and third party speciailists on complex issues involving estate planning, wealth diversification, shareholder liquidity events, valuation, tax issues, and other personal wealth considerations.
Mark earned a bachelor’s degree from the University of Oregon and a Master’s in Business Administration from the University of Washington. He holds Series 7 and Series 66 securities licenses, and is active in professional and community groups, having served on the boards of several non-profit and community organizations in California and the Pacific Northwest.
The individual named here is both a representative of Silicon Valley Bank as well as an investment advisory representative of SVB Wealth Advisory, a registered investment advisor and non-bank affiliate of Silicon Valley Bank, member FDIC . Bank products are offered by SVB Private Bank, a division of Silicon Valley Bank. Products offered by SVB Wealth Advisory, Inc. are not FDIC insured, are not deposits or other obligations of Silicon Valley Bank, and may lose value.
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