A.G.P. / Alliance Global Partners is pleased to announce Mark Martiak has joined as Managing Director of Investments in the Wealth Management Division
A.G.P. / Alliance Global Partners is pleased to announce Mark Martiak has joined as Managing Director of Investments in the Wealth Management Division.
A.G.P. / Alliance Global Partners is pleased to announce Mark Martiak has joined as Managing Director of Investments in the Wealth Management Division.
Mark’s 30-year career spans financial services, Media and Publishing. He serves high net worth individuals and institutional clients, with a special focus on the financial planning issues related to family offices, divorce, retirement and trust and estate planning. Mark manages client assets ranging between seven and eight figures. Mark can be seen as a guest on CNBC and FOX BUSINESS NEWS, and has often been quoted in The Wall Street Journal.
Mark holds FINRA Series 7 and 66 registrations and is also licensed by various state insurance departments for life, annuities, accident and health insurance. Mark brings his clients broad-based experience earned at such major corporations as UBS Financial Services Inc., Merrill Lynch, Forbes and CRAIN’s New York Business.
This unique perspective gives him a deep appreciation of the value of examining both sides of the balance sheet and weighing all aspects in a financial equation. Mark is a graduate of East Stroudsburg University with a dual BA/BS degree; he is fluent in both Russian and Spanish.
A.G.P. Executive Chairman/CEO Phil Michals commented, “We are excited Mark has chosen AGP.” “Mark has ultra-high net worth clientele who expect boutique-level services along with safety on the custody of their assets.”