Mark Richard Gordon
Compliance Officer chez Wealth Architects LLC
Profil
Mr. Mark R.
Gordon, CFA, is a Chief Investment Officer at Wealth Architects LLC.
His primary responsibility for investment due diligence, monitoring client assets, quantitative analysis and ensuring firm compliance.
He serves on the Elizabeth F.
Gamble Garden investment committee.
Prior to joining Wealth Architects, Mr. Gordon advised clients at Charles Schwab for three-and-a-half years as a VP-Financial Consultant.
There he provided extensive wealth- and investment-management advice to successful individuals and families.
As an attorney, Mr. Gordon advised individuals and brokerage firms on compliance and investment-advice issues.
He has spent time as a consultant to the IRS and the Grameen Bank, an international micro-credit institution.
Mr. Gordon holds a J.D.
from the University of Michigan, a Master of Public Policy from Duke University and a B.S.
from Eastern Michigan University.
He is a Chartered Financial Analyst charter holder, Certified Financial Planner professional, former attorney and econometric analyst.
Postes actifs de Mark Richard Gordon
| Sociétés | Poste | Début |
|---|---|---|
Wealth Architects LLC
 Wealth Architects LLC Investment ManagersFinance Wealth Architects LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Mountain View, California. The firm was founded by Mark Johnsen and Lois Cole in 2005 and is majority-owned by the Johnsen Family Living Trust. They provide comprehensive wealth management, wealth planning and wealth consulting services to individuals and their trusts, estates and retirement plans, pension and profit-sharing plans and charitable organizations. | Compliance Officer | - |
Anciens postes connus de Mark Richard Gordon
| Sociétés | Poste | Fin |
|---|---|---|
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Formation de Mark Richard Gordon
| University of Michigan | Graduate Degree |
| Duke University | Graduate Degree |
| Eastern Michigan University | Undergraduate Degree |
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Wealth Architects LLC
Wealth Architects LLC Investment ManagersFinance Wealth Architects LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Mountain View, California. The firm was founded by Mark Johnsen and Lois Cole in 2005 and is majority-owned by the Johnsen Family Living Trust. They provide comprehensive wealth management, wealth planning and wealth consulting services to individuals and their trusts, estates and retirement plans, pension and profit-sharing plans and charitable organizations. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
