Advisor Profile

Mark is the Managing Director, Wealth Management at Choreo, bringing over 30 years of experience in the wealth management industry. His client-centric approach begins with listening - he takes the time to understand what clients truly want to achieve and then helps them develop strategies to make those goals a reality. By applying a multidisciplinary approach to asset management, he ensures that every financial decision aligns with his clients' long-term aspirations.

Before joining Choreo, Mark was a Partner at BDO and the President of BDO Wealth, where he served on the investment committee, guided high-net-worth individuals and family offices through complex financial planning and investment strategies. Mark also led the private market strategies for BDO Wealth. Prior to that, he co-founded Biegel & Waller Investment Advisory Services, serving as a Partner, Senior Portfolio Manager, and Chair of the Investment Committee. His ability to sift through financial data and identify long-term trends has helped his firms and clients successfully navigate market shifts for over three decades. In his current role, Mark leads the private market practice at Choreo, ensuring high-quality investment solutions are tailored to our clients' needs. His extensive experience enables him to address complex financial planning issues, from estate planning and tax optimization to investment management and business succession planning.

Beyond his professional life, Mark is a dedicated father of two children. Additionally, Mark is philanthropically inclined and supports organization that serve medically challenged children and their families.

PROFESSIONAL AFFILIATIONS & DESIGNATIONS

• American Institute of Certified Public Accountants
• Maryland Bar, Member

EDUCATION

• J.D., University of Baltimore School of Law
• B.S., University of Maryland