Managing Directors



Managing Director – Investments
Private Wealth Financial Advisor
California Insurance License: 0C11628 | Resident State: CA


"Managing money is important, but managing wealth is essential!" 

With a financial services career spanning more than 40 years, Mark has
specific experience in capital markets trading and sales, investment product
development and marketing, and investment consulting to individuals and
institutions. He currently leads a multi-disciplinary team that works with
clients to coordinate their entire wealth management strategy.

Mark oversees the development of a client’s holistic wealth strategy, while
the team provides wealth planning, portfolio analytics and investment
management as well as transaction support creating a seamless client
experience. By developing a thorough knowledge of each individual client
situation, all needs – current and future – are identified and met.

Prior to joining Wells Fargo Advisors in 1996, his career carried him to Mellon
Bank, Paine Webber (now UBS), Lehman Brothers, and Smith Barney as he
journeyed from Pittsburgh to Los Angeles, San Francisco, New York and back
to San Francisco.

Mark obtained a Bachelor of Science degree in Financial Administration at
Saint Vincent College in Latrobe, Pennsylvania.

He and Kathleen, his wife, have seven adult children and seven grandchildren
spread from coast to coast. They enjoy a very active family life in Marin
County and beyond.


Managing Director – Investments
Private Wealth Financial Advisor
California Insurance License: 0D19204 | Resident State: CA 


"I am dedicated to my clients' financial success."

Using comprehensive analysis, market research and robust investment planning tools, Jonathan and his team deliver a carefully refined, comprehensive and customized approach to investing and risk management.These all support one priority, helping clients meet their financial goals.

Jonathan works with his teammates to analyze every important aspect of the family and business financial realm. He provides access to Wells Fargo affiliate products and services such as Wealth Planning, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products. This also allows him to provide ongoing access to experienced professionals within our affiliates, and is able to help ensure his clients receive the advice they require across their full financial life.

After six years as a Financial Advisor at Merrill Lynch, Jonathan joined Wells
Fargo Advisors in 2006.

Jonathan holds the Certified Financial Planner™ (CFP®), Certified Investment Management Analyst (CIMA®) and Certified Private Wealth Advisor (CPWA®) designations. He is a 1992 graduate of the University of California at Santa Cruz and is an active member of the Financial Planning Association and Investment Management Consultant’s Association. He lives with his wife and two children in San Anselmo, California.

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Managing Director - Investments
Private Wealth Financial Advisor
California Insurance License: 0H13075 | Resident State: CA

"Pre-transaction investment planning is the key to managing a potential tax liability while helping to ensure that all goals -- business, family and community -- are well defined and within reach."

With over 34 years of business and financial services experience, Greg has built long-term trusted relationships with his clients.

Business owners are a key practice focus where developing retirement plans and pre-liquidity strategies built upon clearly defined long-term objectives are critical to a financially successful life.

Greg works with clients to develop portfolio strategies, to improve diversification with a range of powerful investment solutions. In doing so he also considers tax liabilities, provides guidance necessary to help clients develop and implement comprehensive wealth, legacy and philanthropic plans. 

Greg began his capital markets career in 2002 with Sanford Bernstein’s San Francisco office as a financial advisor and became a Senior Vice President at Lehman Brothers in 2006.  Shortly after in 2008, Greg joined Wells Fargo Advisors. 

He earned his MBA with a concentration in Finance from San Jose State University, and his BS degree with a concentration in Finance from California State University, Chico. 

Greg and Lisa, his wife, have three adult children and enjoy a very active family life in Danville, California. Greg is supportive of his children’s non-profit, FUNDaFIELD, and he is an avid wine enthusiast and has been producing wines for over 15 years.

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