Certuity
Mark Purcell, currently working as a Director at Certuity, is responsible for executing investment strategies for client portfolios and providing support to high-net-worth clients. Prior to this role, Mark served as an Associate Director at Phi Kappa Psi Fraternity, where Mark organized Safe Driving Week to raise awareness about distracted driving. Mark also gained experience in client communication and market research through various internships, demonstrating a strong background in financial management. Additionally, Mark held a role as Recruitment Chair at Phi Kappa Psi Fraternity, guiding potential members towards finding the right brotherhood for personal growth and leadership development.
Certuity
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Certuity provides a holistic approach to wealth management and legacy planning for prominent high net worth families, business owners and entrepreneurs. Our approach to preserving and expanding wealth is a blend of financial strategy, investment philosophy and risk management. Expertise honed over time, our mission is to protect the financial future of our clients and safeguard their quality of life.