Mark C. Gorman, MBA

About Mark Gorman

Mark joined the team in 2018 with nearly a decade of experience in the financial services industry. He is responsible for assisting the team’s efforts in managing client investments through portfolio construction, research and trade execution. Mark’s input enables the team to make informed investment decisions designed to preserve and grow family assets for current and future generations.

A knowledgeable and efficient problem-solver, Mark is deeply committed to serving the complex financial needs of the team’s clients.

Previously, Mark spent several years as a financial advisor at Merrill Lynch and as a sales consultant at Deutsche Asset Management. He began his career at UBS working within Private Wealth Management as part of The Klaas Group. He graduated with a B.S. in finance and marketing from Marquette University and earned his M.B.A., with honors, in financial analysis from DePaul University’s Kellstadt Graduate School of Business.

Securities offered through, LPL Financial, Member FINRA / SIPC. Investment advice offered through Gladstone Institutional Advisory, LLC, a registered investment advisor. Gladstone Wealth Partners is a separate entity from LPL Financial. Gladstone Institutional Advisory, LLC and Puzzle Wealth Solutions are separate entities from LPL Financial.