Journey Strategic Wealth
Mark Lebida, CFA, is an accomplished finance professional with extensive experience in investment management and wealth advisory. Currently serving as the Director of Investments & Wealth Management at Journey Strategic Wealth since February 2021, Mark Lebida develops criteria for the investment committee, asset allocation strategies, and manager selection processes. Prior to this role, Mark held the position of Chief Investment Officer at Avestar Capital, where responsibilities included managing investment strategies for a multi-family office and overseeing Special Purpose Vehicles. Mark's career also includes positions at Moody's Analytics as a consultant, TIAA-CREF as a Wealth Management Advisor, and Charles Schwab & Co as a VP-Financial Consultant. Mark holds an MBA in Finance from Seton Hall University and a BA in Economics from the University of Maryland College Park.
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Journey Strategic Wealth
Very few firms, if any at all, have actually been built to solve one of the transitioning advisor’s fundamental challenges; that even with independence, great technology, and resources, advisors still need support managing their practices and teams. And they don’t want to do it alone. Independent advisors are the future of the industry, and they need a home that makes them as secure as they make their clients. This means intentionally partnering with advisors to help them make critical practice management decisions across every area of their practice including operations, wealth management, investment management, practice management, client experience, and culture.