Corient
Mark Renz is a seasoned financial professional with extensive experience in wealth management and investment strategies. Currently serving as a Partner and Wealth Advisor at Corient since June 2024, Mark previously held significant roles including Managing Director and Chief Investment Officer at Socius Family Office from January 2015 to May 2024, and Chief Investment Officer at Barclay Breland Family Office from January 2012 to December 2014. Mark's expertise encompasses capital protection and growth, private credit, private equity, and family office services, with a strong focus on educating clients and managing investments without conflicts of interest. Mark's academic credentials include an M.B.A. in Finance from the University of North Florida and executive education from Harvard Business School.
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