Mark Curtis
Mark Curtis is a Managing Director of Graystone Consulting. In this role, he is responsible for analyzing client objectives, determining strategic and tactical asset allocation policies, selecting investment managers, and reviewing results. He has provided customized investment advice for over 25 years. His clients include high-net-worth individuals, family offices, corporations, corporate retirement plans, foundations and endowments, and pension funds. Curtis has consistently been ranked by leading industry magazines, such as Barron’s Magazine, Registered Rep. Magazine, San Francisco Bizjournal, Financial Times and American Top Advisors.
Mark Curtis Professional Experience / Academic History
Professional Experience
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Managing Director and Financial Advisor
Academic History
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MBA, Finance
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BA, Urban Studies
In 2019 “Barron’s” – Top 100 Financial Advisors Rankings” recognized him as the #4 advisor in America and also highlighted him as one of the “Stalwart 15” an exclusive award, recognizing the 15 Financial Advisors appearing in every Barron’s Top 100 ranking since the inception of the list in 2004.
Appearances
- Spoke at the 2020 Mauldin Strategic Economics Conference