Mark Corombos
Membre du Comité d'Investissement chez Plante Moran Financial Advisors LLC
Profil
Mr. Mark D.
Corombos, CPA, is a Partner at Plante Moran Financial Advisors LLC.
As the leader of the Ultra High Net Worth practice, he specializes in providing holistic wealth management services to individuals and families.
By acting as his clients' personal CFO, he provides independent and objective advice.
He uses over 25 years of experience to help his clients with investment strategy development and monitoring, including income tax planning, estate planning, charitable giving, and wealth transfer strategies.
As a member of firm’s Investment Committee and Alternative Investment Committee and chairman of the Research Committee, he also provides high level direction with regard to the structure and implementation of our clients’ investment portfolios.
He has a B.A.
in political economy and accounting from Hillsdale College.
Postes actifs de Mark Corombos
Sociétés | Poste | Début |
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Plante Moran Financial Advisors LLC
Plante Moran Financial Advisors LLC Investment ManagersFinance Plante Moran Financial Advisors LLC (PMFA) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded by Elorion Plante and Frank Moran in 1997. They are a wholly owned subsidiary of P&M Holding Group LLP. PMFA provides investment advisory, financial planning, and estate planning services to individuals and other entities which includes institutions, and not-for-profit entities. | Membre du Comité d'Investissement | 01/07/2012 |
Formation de Mark Corombos
Hillsdale College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Entreprise privées | 1 |
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Plante Moran Financial Advisors LLC
Plante Moran Financial Advisors LLC Investment ManagersFinance Plante Moran Financial Advisors LLC (PMFA) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded by Elorion Plante and Frank Moran in 1997. They are a wholly owned subsidiary of P&M Holding Group LLP. PMFA provides investment advisory, financial planning, and estate planning services to individuals and other entities which includes institutions, and not-for-profit entities. | Finance |