Meet Our Team

About Us

At MK Wealth Management, our team of caring professionals brings compassion, appreciation, respect and an overall enthusiasm for enjoying life to our business and our clients.  With deep backgrounds in wealth management, business planning and exit planning our team is committed to providing clients with excellent service, sophisticated solutions and experienced, trustworthy advice.

Mark Kravietz


Managing Director & Partner

Mark Kravietz is the Managing Director and Partner of MK Wealth Management at HighTower. He has been in the financial services industry since 1986, and leverages his wealth of experience to create strategies for clients that focus on supporting their financial lives. 

Mark holds the Certified Financial Planner™(CFP®) designation, as well as the Certified Investment Management Analyst® (CIMA®) designation from the Wharton School of Business. He specializes in exit planning, and achieved the prestigious accreditation of Certified Exit Planning Advisor® (CEPA®) from the University of Chicago’s Booth Business School. He is a founding member and President of the New York Chapter of the Exit Planning Institute (EPI). Mark has received two awards over the years, at the Exit Planning Institute’s International Conference he was named EPI’s 2016 Leadership of the Year award and also honored in 2014 with an Excellence in Planning Award Volunteer of the Year.

Prior to HighTower, Mark was part of the Global Circle of Excellence and Chairman’s Council Member at UBS Financial Services. He has been the subject of articles in a variety of publications and has made radio appearances. His knowledge of financial, investment and estate planning has helped clients through difficult market cycles with custom, tax-efficient portfolios. 

Mark holds his Series 7, 63 and 65 licenses, as well as the Commodity and Life and Health Insurance licenses. 

Mark is on the National Investment Committee for the American Heart Association. Mark is a founding board member of the LI Alliance of Mergers & Acquisitions Advisors (AM&AA), a member of the Investment Management Consultants Association (IMCA) and a member of the New York State Society of CPAs. Mark is a founding Registered Player Financial Advisors of the National Football League Players Association (NFLPA). 

In addition to being a loyal husband and father, Mark believes in giving back to the community. He is currently a board member for the Long Island American Heart Association and is a former member of the Board of Trustees for Portledge School, as well as a fund raiser for the National Breast and Prostate Cancer Research Association, Make-A-Wish Foundation and the Ronald McDonald House.

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Catherine Crunden

Cathy Crunden is the Business Manager at MK Wealth Management. She leverages organizational skills, attention to detail and more than 20 years of experience in the financial services industry to provide excellent client services, including facilitating specific trades and transactions. Additionally, Cathy focuses on team development and office efficiencies to ensure the team’s success.

Cathy prides herself on being able to personally assist clients during difficult market conditions using in-depth business analysis while providing macro-economic information. She has the unique ability to calm clients’ fears in turbulent and unfamiliar economic conditions, and takes a personal interest in each client’s life. 

Prior to joining HighTower, Cathy was an Investment Associate at UBS Financial Services for nearly 15 years. She has also served as the Operations Manager at A.G. Edwards. 

Cathy is the recipient of the National Association of Professional Women’s 2016 Circle of Excellence Award, which recognizes female professionals who are excelling in their industries and communities. 

She holds her series 7 and 63 licenses, as well as Life and Health Insurance licenses.

Cathy is a volunteer at her parish, where she taught children’s religious education. She also actively participates in various fundraising activities for organizations that support Breast Cancer Awareness, as well as Multiple Sclerosis and Pancreatic Cancer research. Cathy is a long-standing member of the ASPCA, The Humane Society and Little Shelter, where she sponsors animals in need.
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Brian O'Leary

Private Wealth Advisor

Brian O’Leary is a Private Wealth Advisor with MK Wealth Management at HighTower. He brings more than 15 years of financial industry experience, as well as a background in research, trading and client service.

As a Financial Advisor, Brian often works with up and coming professionals.  Brian ensures the next generation experiences the high level of care that MK Wealth Management is known for, while integrating new solutions as the financial services industry rapidly evolves.
Brian is responsible for executing trades, developing financial plans, and communicating portfolio changes and capital market updates to MK Wealth Management’s clients. His diverse professional background allows him to offer a distinct perspective to our team’s comprehensive approach to helping clients achieve their long-term goals. He utilizes financial planning analysis to implement clients’ investment strategies and support our wealth management services. Brian specializes in portfolio construction; investment manager and mutual fund research; and stock, bond and alternative investment analysis. 

Prior to MK Wealth Management and HighTower, Brian helped financial advisors develop their investment practices through case design and product management. Brian began his career at Bear Stearns and Deutsche Bank, where he worked with institutional clients. As an Analyst with an institutional investor team focusing on the Utility and Energy sectors, he was a publishing researcher responsible for equity and fixed income coverage. He later served as Head Trader and Assistant Portfolio Manager for a hedge fund under the Deutsche Asset Management umbrella.

Brian earned his Bachelor of Science degree in Finance from Boston College’s Carroll School of Management. He holds the Series 7, 63 and 66 licenses.

Brian is a founding member of the Don Scott Memorial Foundation, which focuses on initiatives to support the fight against colon cancer. In addition, he supports Manhasset High School cross-country and track and field student athletes.

Brian and his wonderful wife, Erin, live in Manhasset and have two young daughters, Gwen and Claire. When he isn’t busy working or playing with the girls, he enjoys exercising, skiing and participating in various other sports.
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Our HighTower Strategic Partners

Sarah Djamshidi

Sarah Djamshidi is the Executive Director of Business Succession Planning. She has more than 17 years of experience providing fiscal, strategic and operations leadership to individuals, families and businesses.

Sarah focuses on working with business owners, entrepreneurs and executives to develop comprehensive business solutions, growth strategies and succession plans. She guides clients through a multi-faceted planning process where both financial and business goals are optimized for business transition.

Prior to Hightower, Sarah was a Managing Director of National Capital Companies, as well as President and Managing Partner of Speedshift Ventures. 

Sarah has earned her reputation as a detail-oriented executive leader who can synthesize complex business challenges to uncover solutions and opportunities for entrepreneurs. Sarah guides clients through a multi-faceted planning process where both financial and business goals are optimized for business transition. Sarah assists clients in determining whether they can afford to exit their business and what options are best – stay, grow or exit their business. Armed with a comprehensive plan and analysis, clients can make well-informed decisions in monetizing the value of their businesses. Through HighTower’s strategic advisory network, Sarah can help clients execute their plan.

Sarah holds a Bachelor of Science degree in Management Science and Statistics with specialization in Decision Information Systems from the University of Maryland.  She has also completed courses in the Executive Management and Innovation Management Programs from University of Maryland’s A. James Clark School of Engineering and Robert H. Smith School of Business. 

Sarah has a passion for helping entrepreneurs and enjoys being active in the DMV's startup community. In her free time, she enjoys traveling and spending quality time with friends and family.
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Matthew D. Harris, CMT®

Executive Director, Global Investment Solutions (GIS)

Matt Harris brings more than seven years of investment analysis and capital market experience to HighTower. His current focus is capital market analysis, manager search and selection, and intellectual property creation. 

Prior to joining HighTower, he worked as a Financial Advisor with a Senior Institutional Consulting wealth management team, which subsequently left Morgan Stanley in the fall of 2008 to join HighTower. His work within the wealth management team focused on investment analysis, portfolio construction and asset allocation.

Matt holds the FINRA Series 7 and 66 securities licenses and Chartered Market Technician® (CMT®) designation.  He played intercollegiate soccer for both the University Nevada‐Las Vegas and San Francisco State University, and graduated from San Francisco State University with a Bachelor of Science degree in Finance. Matt serves as a member of the True Wealth Advisory Group Investment Committee.
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Matthias Paul Kuhlmey

Matthias Paul Kuhlmey is Head of Global Investment Solutions (GIS) at HighTower. Mr. Kuhlmey founded HighTower’s Global Investment Solutions division in 2011 to deliver investment research, analytics, due-diligence, and access capabilities for HighTower advisors. Since that time, GIS has expanded further to include trading, lending, trust services, corporate services, and retirement plans. Specializing in global asset allocation concepts, Mr. Kuhlmey brings more than 20 years of international banking experience to HighTower.
Prior to joining HighTower, Mr. Kuhlmey served as an Executive Director at UBS’s prestigious Private Wealth Management Office in New York. Prior to this position, he oversaw the New York-based Domestic Private Banking Team at Bank Julius Baer in the U.S. While with Deutsche Bank AG in New York, Mr. Kuhlmey was actively involved in projects leading to the integration of Bankers Trust Co. into Deutsche Bank’s U.S.-based operation.
Mr. Kuhlmey received his degree in Business Law from the University of Applied Sciences in Lüneburg, Germany, and a Diploma in finance and banking from the Hannover Business School in Germany. Mr. Kuhlmey holds FINRA Series 7, 63 and 65 licenses.
Mr. Kuhlmey is an avid blogger and a frequent contributor to, The Huffington Post and Chuck Jaffe’s Money Life podcast.
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