Mark Masterson CIMA® | Managing Director, Partner

Mark Masterson brings 26 years of financial services experience to the families we serve at Hightower Naples. Mark spent his first 16 years as a Vice President, Portfolio Manager, and Wealth Management Advisor at Merrill Lynch where he was a member of the Circle of Excellence awarded annually to the top Financial Advisors.

As a Partner and Managing Director of Hightower Naples, Mark serves as the Chief Investment Officer charged with asset allocation, portfolio construction, and investment selection for our clients. Mark also formulates and articulates the market outlook and commentary for our team. He has attained the Certified Investment Management Analyst (CIMA®) designation through the Wharton School of Business at the University of Pennsylvania. Mark is also an Accredited Investment Fiduciary (AIF®). He is an active member of the Investment Management Consultants Association, and has served as a board member for local organizations and schools.

Mr. Masterson has been recognized for his efforts on behalf of clients. He was selected to the Barron’s top 1000 Advisors in the country list in 2010 - and Hightower Naples has earned the distinction as well in 2016 2018, 2019 and 2020. Mark was selected to the Forbes Top Advisor list in 2018, 2019, 2020, 2021, and 2022. He is also regularly recognized as a 5 Star Wealth Manager by GulfShore Life Magazine (from 2006 - 2021).

Mr. Masterson is a Magna Cum Laude graduate of Auburn University with a degree in International Trade. He lives in Naples, Florida with his wife Sarah and their eight beautiful children. He holds his Series 7, 31, 63, and 65 licenses.

Disclaimer

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Five Star Professional is not an advisory firm, and the content of this material should not be considered financial advice. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com.