Mark Fendrick

Mark Fendrick

Formal First Name

Mark Fendrick, CFP®, Managing Director, Wealth Advisor, and Senior Portfolio Manager of The Fendrick Group at UBS, has been in the financial services industry since 1983. For over three decades, The Fendrick Group has been providing generations of families with professional and timely wealth management strategies in diverse market conditions. Prior to joining UBS in 2008, he was a Senior Vice President and Wealth Advisor at Morgan Stanley for 25 years. Throughout his financial services career, Mark has received continuous recognitions from leading periodicals such as Forbes, Barron’s, and Financial Times. He is also involved in his community. Mark serves on the boards of numerous organizations, including Jewish Community Foundation, Jewish Federation of Southern New Jersey, and Our Lady of Lourdes Hospital.

Professional Experience

Academic History

Awards and Recognitions

  • Forbes America's Top Wealth Advisors, 2018–2020
  • Forbes Best-in-State Wealth Advisors, 2018–2020
  • Barron's Top 1,200 Financial Advisors, 2014–2020
  • Financial Times Top 400 Financial Advisors, 2014–2016, 2018, 2020

Community Involvement

  • Jewish Community Foundation
  • Temple Beth Sholom
  • Jewish Federation of Southern New Jersey
  • The Raymond & Gertrude R. Saltzman Foundation