Mark Renz Email & Phone Number
Chief Investment Officer
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Mark Renz Location
- Palm Beach, FL, US
Mark Renz Work
- 2024 -now Partner, Wealth Advisor @
- 2015 -2024 Managing Director @ Socius Family Office
- 2015 -2022 Chief Investment Officer @ Socius Family Office
- now Chief Investment Officer @ Barclay Breland Family Office
- now Director - Investment Counselor @ Citi Private Bank
- now VP - Family Investment Officer @ GenSpring Family Offices
- now CIO @
- now BDO @
Mark Renz Education
- Harvard Business School Executive Education
CFA Institute Investment Management Workshop
2006-2006 - University of North Florida
Master of Business Administration (M.B.A.) (Finance)
2002-2004 - University of Miami
Bachelor of Science (B.Sc.) (Communication | Poltical Science)
Mark Renz Skills
- Financial Advisory
- Equities
- High Net Worth Individuals
- Chartered Financial Analyst
- Wealth Management Services
- Capital Markets
- Risk Management
- Wealth
- Private Banking
- Hedge Funds
- Portfolio Management
- Financial Planning
- Asset Managment
- Wealth Management
- Strategic Planning
- Securities
- Family Office
- Corporate Finance
- Private Equity
- Financial Services
- Finance
- Due Diligence
- Series 63
- Investment Management
- Investments
- Strategy
- Asset Allocation
- Investment Advisory
- Alternative Investments
- Asset
- Financial Analysis
- Derivatives
- Project Management
- Investment Strategies
- Marketing
- Strategic Financial Planning
- Asset Management
- Bonds
- Fund of Funds
- Fixed Income
- Mutual Funds
- ETFs
Mark Renz Summary
- Mark Renz, based in Palm Beach, FL, US, is currently a Chief Investment Officer at Barclay Breland Family Office. Mark Renz brings experience from previous roles at Corient, Socius Family Office and Citi Private Bank. Mark Renz holds a 2006 - 2006 CFA Institute Investment Management Workshop @ Harvard Business School Executive Education. With a robust skill set that includes Financial Advisory, Equities, High Net Worth Individuals, Chartered Financial Analyst, Wealth Management Services and more. Mark Renz has 4 emails and 2 mobile phone numbers on RocketReach.
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