Mark Davis' reputation for providing creative investment solutions to help high net worth individuals and their families is well known. His work as a tax CPA with Deloitte & Touche and Ernst & young armed him with a clear understanding of federal and estate income tax implications and their impact on investment planning.
Previously Mark was the Marketing Director of Allen Biller and Associates, a global institutional investment consulting firm. At Citi Private Bank he was responsible for developing new relationships for lending, investments and trust services. Prior to that role, he founded and remains Chairman Emeritus of Shareholder Corporation.
His interest in online financial services was fueled by his pioneering work at US Bank, representing the online bank partnership with Microsoft-MS Money. HIs primary work at US Bank's trust department was marketing the investment services of the Frank Russell Company.
Mark is co-founder and president of the Philanthropic Advisor Network, whose mission is to help advisors lead clients with philanthropic intent to be more impactful. Mark has been a 30 year member of Seattle Rotary.