Owner, Direct Client Advisor
With more than 25 years experience addressing personal financial issues for some of the nation's largest private business owners and their families, Mark has a wealth of experience that adds value to the family wealth planning process. His expertise is creating effective plans to transfer business ownership coordinated with family inheritance and charitable giving. He knows the best practices to maximize estate planning opportunities available today.
Mark earned his Master of Science in Financial Services and the designation of Accredited Estate Planner from The American College in Bryn Mawr, Pa., and the designation of Accredited Investment Fiduciary through the Joseph M. Katz Graduate School of Business at the University of Pittsburgh.
Mark served as an independent director on the board of Commonwealth Trust Company in Wilmington, Delaware from 2007 to 2017. He also serves on the boards of local charities.
EILEEN J PAUL
Eileen has over 25 years of expertise in the investment management, financial services, and RIA (Registered Investment Advisor) industries working with both institutional and private clients.
Eileen began her career in the investment management industry in 1987 as a sales assistant on the Institutional Fixed Income Department of CS First Boston. Later she joined the Institutional Fixed Income Sales Department of Prudential Securities. Her first introduction to equities came in 1997 when she joined Rittenhouse Asset Management as a client service representative working with separately managed accounts. Eileen rose quickly through the ranks of Rittenhouse Asset Management to become Vice President, Institutional Client Services.
In March of 2011, Eileen joined Hotaling Investment Management where she implemented a new service: comprehensive financial planning.
Eileen holds a Bachelors of Arts from Muhlenberg College in Allentown, Pa., where she majored in Business Administration and Accounting. To better serve clients’ holistic financial needs, she completed the Certified Financial Planner ™ designation in March 2012.
Support and Sales
Courtney began her career at Prowell Financial Management, LLC after working for several years in the Health Care Industry.
Courtney manages daily communications with clients, client reporting, and support for wealth management services.
Courtney oversees clients’ life insurance policies and sales. Her previous education and experience is beneficial in assisting clients with the application process and proper policy management.
Courtney earned her Bachelor of Science from West Chester University in West Chester, Pennsylvania. To enhance her abilities to service our clients, she completed Northwestern University’s Certificate Program in Financial Planning. She is currently working towards obtaining CFP® certification.