Mark Casella

Mark Casella is an accomplished entrepreneur and expert in legacy planning, serving as the Chair for the Cincinnati chapter of TIGER 21 since April 2023. As the Founder and President of Coppertree, Ltd. and Clariata, LLC since 2005, Mark has dedicated their career to helping families define the impact of their wealth on both their families and society. With a robust background in private wealth management spanning 25 years, Mark has gained national recognition for their strategic approach to legacy creation. Additionally, the establishment of Clariata in 2020 was inspired by the demand for a service that incorporates Mark's innovative planning philosophy for financial advisors and their clients. Mark holds an MBA from the University of Notre Dame - Mendoza College of Business and a BS from the University of Cincinnati.