
Cfp Mark Chando
Mark joined CAPTRUST in 2015 and serves as a Financial Advisor for the Strategic Advisor Group, a division... | Allentown, Pennsylvania, United States
*50 free lookup(s) per month.
No credit card required.
Cfp Mark Chando’s Emails ma****@ca****.com
Cfp Mark Chando’s Phone Numbers No phone number available.
Social Media
Cfp Mark Chando’s Location Allentown, Pennsylvania, United States
Cfp Mark Chando’s Expertise Mark joined CAPTRUST in 2015 and serves as a Financial Advisor for the Strategic Advisor Group, a division within CAPTRUST that provides multi-generational business and estate preservation, wealth planning, investment advisory, and life insurance strategies. Mark is responsible for working with many industry leading companies, their owners, executive teams, families with substantial wealth, family offices, high net worth individuals, and endowments and foundations. He specializes in providing multi-generational wealth planning, investment advisory, and wealth preservation strategies to clients nationwide. Mark has worked in the industry since 2009 and previously, work at MFP Strategies in Bethlehem, PA and Pershing LLC, in King of Prussia, PA. Mark earned both his Bachelor of Science degree in Finance and a Master of Business Administration degree from Pennsylvania State University. Mark currently serves on the Board of Directors for the Boys & Girls Club of Easton, PA. He was previously a committee member of the Emerging Leaders Society for the United Way of the Greater Lehigh Valley. Securities offered through M Holdings Securities, Inc., A Registered Broker/Dealer, Member FINRA / SIPC. Strategic Advisor Group is a division of CAPTRUST, is independently operated, and is a Member Firm of M Financial Group. Investment Advisory Services are offered through CAPTRUST, a Registered Investment Adviser. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.
Cfp Mark Chando’s Current Industry Captrust
Cfp
Mark Chando’s Prior Industry
Irco Community Family Credit Union
|
Victaulic Company Of America
|
Pershing A Bny Mellon
|
Mfp Strategies
|
Captrust
Not the Cfp Mark Chando you were looking for?
Find accurate emails & phone numbers for over 700M professionals.
Work Experience

Captrust
Financial Advisor
Sat Jan 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Captrust
Financial Advisor
Wed Jan 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jan 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Captrust
Manager | Client Services
Sat Aug 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
Mfp Strategies
Manager, Private Client Wealth Services
Sat Mar 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Aug 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Pershing A Bny Mellon
Audit and Risk Specialist
Sun Dec 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Feb 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Pershing A Bny Mellon
Client Services Representative
Fri Apr 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Feb 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Pershing A Bny Mellon
Private Wealth Client Services Representative
Tue Sep 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Apr 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Victaulic Company Of America
Cost Accounting Internship
Thu May 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Aug 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)
Irco Community Family Credit Union
Accounting Analyst
Mon May 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Aug 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)