People

Mark Curtis

Mark Curtis

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Mark Curtis is a Managing Director of Graystone Consulting. In this role, he is responsible for analyzing client objectives, determining strategic and tactical asset allocation policies, selecting investment managers, and reviewing results. He has provided customized investment advice for over 25 years. His clients include high-net-worth individuals, family offices, corporations, corporate retirement plans, foundations and endowments, and pension funds. Curtis has consistently been ranked by leading industry magazines, such as Barron’s Magazine, Registered Rep. Magazine, San Francisco Bizjournal, Financial Times and American Top Advisors.

  • He was ranked #4 in Forbes List America's Top Wealth Advisors 2020
  • He was ranked #1 in Forbes Best-In-State Wealth Advisors 2020
  • He is one of the “Stalwart 15” an exclusive award recognizing the 15 financial advisors in Barron’s top 100 ranking since the inception of the list in 2004
  • He spoke at the 2020 Mauldin Strategic  Economics Conference