Mark Kravietz is the Managing Director and Partner of MK Wealth Management at HighTower. He has been in the financial services industry since 1986, and leverages his wealth of experience to create strategies for clients that focus on supporting their financial lives.
Mark holds the Certified Financial Planner™(CFP®) designation, as well as the Certified Investment Management Analyst® (CIMA®) designation from the Wharton School of Business. He specializes in exit planning, and achieved the prestigious accreditation of Certified Exit Planning Advisor® (CEPA®) from the University of Chicago’s Booth Business School. He is a founding member and President of the New York Chapter of the Exit Planning Institute (EPI). Mark recently received the EPI’s 2016 Leadership of the Year Award. He was also honored at the 2014 International Exit Planning Conference with an Excellence in Planning Award as volunteer of the year.
Prior to HighTower, Mark was part of the Global Circle of Excellence and Chairman’s Council Member at UBS Financial Services. He has been the subject of articles in a variety of publications and has made radio appearances. His knowledge of financial, investment and estate planning has helped clients through difficult market cycles with custom, tax-efficient portfolios.
Mark holds his Series 7, 63 and 65 licenses, as well as the Commodity and Life and Health Insurance licenses.
Mark is a founding board member of the LI Alliance of Mergers & Acquisitions Advisors (AM&AA), a member of the Investment Management Consultants Association (IMCA) and a member of the New York State Society of CPAs. Mark is a founding Registered Player Financial Advisors of the National Football League Players Association (NFLPA).
In addition to being a loyal husband and father, Mark believes in giving back to the community. He is currently a board member for the Long Island American Heart Association and is a former member of the Board of Trustees for Portledge School, as well as a fundraiser for the National Breast and Prostate Cancer Research Association, Make-A-Wish Foundation, and the Ronald McDonald House.