Mark Curtis
Mark T. Curtis is Managing Director of Investments and Wealth Management at Graystone Consulting, a division of Morgan Stanley. Curtis has provided customized investment advice for over 25 years. His advisory business includes affluent investors, foundations, endowments and corporate services for public and private companies. He has consistently been ranked by leading industry magazines, such as Barron’s Magazine, Registered Rep. Magazine, San Francisco Biz Journal, Financial Times and American Top Advisors.
Mark Curtis Professional Experience / Academic History
Professional Experience
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Managing Director and Financial Advisor
Academic History
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M.B.A., Finance
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B.A., Urban Studies
GRAYSTONE CONSULTING
In addition to being Managing Director, he also serves as a Stock Plan Advisor, Financial Planning Specialist, Family Wealth Director, International Client Advisor, and Investing with Impact Director.
He is responsible for analyzing client objectives, determining strategic and tactical asset allocation policies, selecting investment managers, and reviewing results.
His clients include high-net-worth individuals, family offices, corporations, corporate retirement plans, foundations and endowments, and pension funds.
He served as co-chairman of Morgan Stanley’s Director Advisory Group and as president of the Association of Professional Investment Consultants (APIC).
CURRENT AFFILIATIONS
Advisory Board Member, Riverwood Capital
RECOGNITIONS
Barron's Stalwart 15
2024 Barron's Hall of Fame
2024 Barron's Top 100 Financial Advisors
2014-2024 Barron's Top 1200 Financial Advisors
2019-2024 Barron's Top Institutional Consulting Teams
2020-2024 Forbes Best-in-State Wealth Advisors
2020-2024 Forbes America's Top Wealth Advisors