Mark Richard Gordon

Mark Richard Gordon

Compliance Officer at Wealth Architects LLC

Consumer Services
Finance

Profile

Mr. Mark R.
Gordon, CFA, is a Chief Investment Officer at Wealth Architects LLC.
His primary responsibility for investment due diligence, monitoring client assets, quantitative analysis and ensuring firm compliance.
He serves on the Elizabeth F.
Gamble Garden investment committee.
Prior to joining Wealth Architects, Mr. Gordon advised clients at Charles Schwab for three-and-a-half years as a VP-Financial Consultant.
There he provided extensive wealth- and investment-management advice to successful individuals and families.
As an attorney, Mr. Gordon advised individuals and brokerage firms on compliance and investment-advice issues.
He has spent time as a consultant to the IRS and the Grameen Bank, an international micro-credit institution.
Mr. Gordon holds a J.D.
from the University of Michigan, a Master of Public Policy from Duke University and a B.S.
from Eastern Michigan University.
He is a Chartered Financial Analyst charter holder, Certified Financial Planner professional, former attorney and econometric analyst.

Mark Richard Gordon active positions

CompaniesPositionStart
Compliance Officer -
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Former positions of Mark Richard Gordon

CompaniesPositionEnd
Corporate Officer/Principal -
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Training of Mark Richard Gordon

University of Michigan Graduate Degree
Duke University Graduate Degree
Eastern Michigan University Undergraduate Degree

Experiences
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2

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5

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Linked companies

Private companies2

Finance

Finance

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