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A veteran in wealth management. Mark has been advising high net-worth individuals and families for over 20 years, focusing primarily on the tax-efficient preservation and growth of capital. Prior to founding Transcend, Mark served as a Managing Director at UBS Private Wealth Management. Mark has been recognized by Barron’s and The Financial Times in its annual lists of top advisors. Mark holds a B.A. from Rutgers College, where he was named a Henry Rutgers Scholar.
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