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.