Mark Biegel
Managing Director, Wealth Management
Mark is a Managing Director, Wealth Management at Choreo. He has three decades of experience in the wealth management industry and is particularly focused on advising high-net-worth families and family offices on complex financial planning and investment needs.
Before joining Choreo, Mark was National Leader of BDO Wealth. While at BDO, Mark was responsible for the overall strategic management and operations and embraced a team-oriented, collaborative approach to running the business. Mark was a member of BDO’s Investment Committee and led the firm’s private investment efforts. Before BDO, he co-founded Biegel Waller Investment Advisory Services, where he served as Partner, Senior Portfolio Manager, and Chair of the Investment Committee. Before shifting his career to investment management, Mark was a Senior Manager at Deloitte and served as a tax attorney in their DC office. Mark is a member of the Maryland Bar and a Certified Public Accountant (CPA) and leverages his tax and legal expertise to advise clients on complex wealth management issues.
EDUCATION
- J.D., University of Baltimore School of Law
- B.S., University of Maryland College Park, Cum Laude
