Benjamin Marks Location
Melbourne, VIC, AU
Benjamin Marks Work
- 2016 - now Founding Partner @ LGT Crestone Wealth Management Limited
- 2018 - 2023 Member of Board - Crestone Foundation @ LGT Crestone Wealth Management Limited
- 2015 - 2022 Shareholder @ LGT Crestone Wealth Management Limited
- 2012 - 2021 Non Executive Director @ Summer Foundation Ltd
- 2014 - 2016 Director @ UBS Group AG
- 2001 - 2013 Division Director @ Macquarie Group
- 2000 - 2001 Portfolio Manager @ Deloitte
- 1999 - 2000 Financial Advisor @ Westpac Group
- 1998 - 1999 Financial Advisor @ AXA Financial
- 1992 - 1998 Sales Assistant @ David Jones
Benjamin Marks Education
- University of Melbourne - Melbourne Business School
MBA
2006 - 2015 - Deakin University
Diploma of Financial Planning
1999 - 2000 - University of Adelaide
Bachelor of Commerce (B.Com.) (Finance)
1994 - 1997
- Pulteney Grammar School1985 - 1992
- Ceduna Area School1980 - 1984
Benjamin Marks Skills
- Private Banking
- Pensions
- Insurance
- Funding
- Retirement
- Estate Planning
- Portfolio Management
- Equities
- Wealth Management
- Investments
Benjamin Marks Summary
Benjamin Marks, based in Melbourne, VIC, AU, is currently a Founding Partner at Crestone Wealth Management. Benjamin Marks brings experience from previous roles at Crestone Wealth Management, Summer Foundation Ltd and UBS Wealth Management. Benjamin Marks holds a 2006 - 2015 MBA @ University of Melbourne - Melbourne Business School. With a robust skill set that includes Private Banking, Pensions, Insurance, Funding, Retirement and more. Benjamin Marks has 1 emails and 1 mobile phone numbers on RocketReach.
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Top LGT Crestone Wealth Management Limited Employees
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Andrew Sexton
Partner at LGT Crestone Wealth Management Limited
Brisbane City, QLD, AU22 -
Benjamin Marks
Founding Partner at LGT Crestone Wealth Management Limited
Melbourne, VIC, AU14 -
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David Full
Partner at LGT Crestone Wealth Management Limited
Sydney, NSW, AU23 -
Amanda Maicd
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Sydney, NSW, AU2 -
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Mahen Wijeyewickrema
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Melbourne, VIC, AU23
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