Gary Stark

Senior Financial Advisor

Gary Stark, CFP®, CTFA, MBA, is a Senior Financial Advisor at Vanguard, specializing in personalized financial planning for high-net-worth families, managing over $500 million in investable assets, and designing custom portfolios with a focus on behavioral coaching and tax efficiency. Stark has also held roles as a Senior Investment Consultant and Investment Consultant within Vanguard's Business Development Group, where responsibilities included consulting with investors and aligning their investment objectives with Vanguard's offerings. Additionally, Stark co-managed a student-run investment fund at William Paterson University and provided mortgage solutions at Fulton Financial Corporation. Stark holds an MBA in Entrepreneurship and Innovation Management and Computer Science from Drexel University and a Bachelor of Science in Business Administration with a concentration in Finance from William Paterson University.

Links

Previous companies


Org chart

No direct reports

Teams

This person is not in any teams


Offices

This person is not in any offices