Ben Marks is President and Chief Investment Officer of Marks Group Wealth Management, a Registered Investment Advisory firm. Nearing 30 years of experience in wealth planning and management, Ben’s attention is to the firm’s investment strategies and Model portfolios, as well as managing a professional network of accountants and attorneys for their clients. A Minnesota native, Ben enjoys mountain biking, architecture and spending time at the family cabin with his wife Brenda and their three children.
* 1982: After earning a Finance degree from St. Cloud State University in Minnesota, Ben began his investment career at E.F. Hutton.
* 2008: After 26 years at major Wall Street firms, Ben and his partners launched Marks Group Wealth Management. 90%+ client retention.
* 2009 & 2010: Wall Street Journal, Investment Adviser and others featured MGWM as a leader in the trend of advisors and investors exiting Wall Street firms.
* 2010: Barron’s named Ben a Top 1,000 Advisor in the U.S. and Top 20 in Minnesota.