Prior to joining Hightower, Mark Masterson served affluent families for 16 years as a Vice President, Portfolio Manager, and Wealth Management Advisor at Merrill Lynch. He was a member of the Circle of Excellence awarded annually to the top Financial Advisors.
Mark is a Partner and Managing Director of Hightower Naples and specializes in manager and investment selection, investment policy construction, and asset allocation strategies. Mark is also charged with formulating and articulating 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. 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. He has also been recognized as a 5 Star Wealth Manager* by GulfShore Life Magazine from 2006 - 2015.
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.
*5 Star Wealth Managers Award - 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 http://www.fivestarprofessional.com/.