Mark Lebovitz, CFA

Mark Lebovitz, CFA

Financial Consultant

Mark graduated with honors from Michigan State University with a B.A. in material and logistics management and earned an M.B.A. from Oakland University. In 2005, Mark earned the right to use the Chartered Financial Analyst designation. The CFA designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. Mark is a member of the CFA Institute and the CFA Society of Detroit.

Mark has been in the financial services industry since 1999 when he joined Munder Capital Management as an analyst. He developed into a senior portfolio manager with a large cap growth and multi cap growth style investment team. He has experience managing or working with several types of investment products including mutual funds, institutional accounts, a closed ended fund, a venture fund and a hedge fund. He has researched and invested in stocks, ETFs, private equity funds, IPOs, venture funds and more and has met with hundreds of public company management teams and Wall Street research analysts.

Mark has been interviewed and quoted by several publications including The Wall Street Journal, Fortune Magazine, Reuters, Bloomberg News, MSN Money, Investor’s Business Daily, Smart Money Magazine, Business Week Online and The

Mark’s focus as a financial consultant is to create comprehensive financial plans specifically designed for each client. Every client has unique circumstances and goals that just don’t fit into a cookie cutter approach. Mark will listen to your financial needs and goals and work with you to achieve them.

Mark lives in Novi, Michigan with his wife and daughter. He enjoys spending time with his family, golfing and watching or playing almost any sport.

Registrations Held:
FINRA series 07 and 66 held with LPL Financial
Registered for Securities in the following states:
Registered as IAR in the following states: