Mark Leone joined Investment Management Consultants, Inc., as Senior Vice President in 2014 after long tenure at Zion’s Investment Securities, Inc. and Morgan Stanley.
He is a current member of the Cambridge Premier Club of Advisors.
Mark began his career in the financial services industry in 1988 and brings over 30 years of experience to Investment Management Consultants. He specializes in working with clients ranging from Foundations, Corporations to high net-worth individuals. During Mark’s career as a financial advisor, he has focused on obtaining a thorough and complete understanding of three important aspects of his client’s financial goals:
- A comprehensive view of his client’s current asset allocation and corresponding values.
- An understanding of the potential effect of taxation, inflation and market conditions on client’s portfolio.
- Calculating the rate of return necessary to achieve financial goals while aligned with the client’s risk tolerance.
Mark’s understanding of these critical aspects will then drive the coordination and implementation of a clear-cut, easy to understand investment plan. This plan is revisited on a regular basis. Combined with a dedication to superior client service, this approach has afforded Mark the opportunity to work with a wide range of clientele with broad based needs, goals and objectives.
Mark graduated from the University of Utah in 1988 with degrees in Economics and Psychology and an affiliation with the Beta Epsilon chapter of Sigma Chi. Mark resides in Salt Lake City, Utah and is the proud father of four children – Marcus, Anna, John and Mary. In his spare time Mark coaches super-league baseball (served as President of Foothill baseball League), and enjoys golfing, biking, travelling and reading.
