Mark has over 19 years of professional capital market experience, beginning his career at Smith Barney in Beverly Hills. Mark is a graduate of Pepperdine University with a double major in business and economics. Mark is a member of the Gold Key National Honor Society as well as Economic Society. He is currently a board member of the Harold Pump Foundation.

 

In the past Mark has hosted “Managing Your Wealth” on KWHY-TV, as well as hosted seminars throughout Southern California. Mark also continues to provide client education through seminars, monthly periodicals, a CD-Rom as well as a monthly market outlook meeting hosted in Beverly Hills.

 

Mark lives in Palos Verdes, California. He is a member of the Peterson Automotive Museum and Checker Flag 200. His family is a prominent donor to Pepperdine University and belongs to the Founders Club at USC’s Galen Center. Mark is also a proud sponsor of the Norris Theater of Arts and the Palos Verdes Education Foundation, along with many other terrific local organizations. Additionally, he has coached a number of community basketball and soccer teams in Palos Verdes for over 10 years.

Aldo has over 10 years of professional investment experience, beginning his career at Smith Barney in Rolling Hills Estates. Aldo is a graduate of Pepperdine’s George L. Graziadio School of Business and Management.

 

Aldo continues to provide client education through seminars, monthly periodicals, a CD-Rom as well as a monthly market outlook meeting hosted in Beverly Hills.

 

Aldo lives in Rolling Hills Estates, California. He is a member of the Peterson Automotive Museum and Checker Flag 200. His family is an active donor to Pepperdine University and belongs to the Founders Club at USC’s Galen Center. Aldo is also a proud sponsor of the Norris Theater of Arts and the Palos Verdes Education Foundation, along with many other terrific local organizations. He enjoys attending special museum exhibits with his family and attending collegiate sporting events. Additionally, he has coached a number of community soccer teams for over five years.