Mark Ghafari, MBA, CPWA®

A headshot photo of Mark Ghafari

Director, Senior Wealth Advisor

Mark works with entrepreneurs, families, and institutions to manage their wealth through fiduciary-based financial planning and investment management.

Mark worked with a world-class wealth management team at a large financial institution earlier in his career. Prior to that, he was a professional basketball player in Lebanon and played in tournaments across Europe, Asia, and Africa.

Mark earned his MBA from the Ross School of Business at the University of Michigan with a concentration in finance and entrepreneurship.

Mark is currently active on advisory boards of two other companies. He serves as a board member of DWH, a tribal-owned consulting firm headquartered in Michigan. He also serves on the advisory council of CAIS, one of the largest alternative investment platforms for financial advisors in the world headquartered in New York.

He graduated Magna Cum Laude from Kalamazoo College, where he was a three-time captain of the basketball team and two-time Academic All-American. He previously served on the board of trustees of the college.

Mark holds the Certified Private Wealth Advisor® certification, administered by the Investments & Wealth Institute and taught in conjunction with The University of Chicago Booth School of Business.

Mark and his wife, Caitlin, enjoy traveling, eating great food, and spending time with their dog, Penelope.


Featured Insights:

Understanding Employee Stock Ownership Plans (ESOPs)