Mark Martiak

New title:

Financial Advisor

New company:

Prudential Financial

Start date:

Dec 2023
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As a Financial Advisor, I leverage my business experience to help executives, families and entrepreneurs navigate the complex and dynamic investment landscape. With over 15 years of experience in the financial services industry, I am passionate about defining and delivering what's next for my clients, using custom strategies and solutions that align with their goals and values.My core competencies include equity and bond risk management, equity compensation and monetization, portfolio insights analysis, and tax awareness investing. I specialize in serving real estate, entertainment, digital media, publishing, legal, and business professionals, who benefit from my extensive exposure to their industries. I also implement non-correlated, inflation-hedged investment strategies, and achieve risk-adjusted returns for wealth accumulation, preservation, and multi-generational transfer.