Mark Rogozinski

Mark has held several senior level positions over the past 20 years within the financial services sector, including:  CEO of The Swarthmore Group (an asset/wealth management firm), CEO of Asset Vantage Inc (a wealth-tech business ), President of Rockit Solutions, Inc and the Head of the Operations and Technology Group of Rockefeller & Co, Inc.

He was a Managing Director at SEI, a Senior Vice President of Corporate Development at WealthTrust (a roll-up of wealth mgmt. firms), Partner, Principal and Chief Operating Officer for Homrich & Berg, Inc, Chief Operating Officer at Convergent Wealth Advisors, LLC, and Chief Financial Officer of Atlantic Trust PWM.