Client Service Associate:
Lisa Loeffel
Lisa Loeffel
Mark W. Opila, CFP®
Senior Wealth Advisor
Mark has been working closely with individual clients developing financial plans and giving investment advice since joining the firm in 2006.
Prior to joining ACM in 2006, Mark spent over 25 years in sales and sales management roles in the institutional fixed income markets. He was responsible for overseeing relationships with some of the largest insurance companies, pension funds and money managers in the United States. He has worked at Citicorp Investment Bank, Chase Securities and Barclays Capital.
Mr. Opila earned his B.A. in Economics from Fairfield University, and an M.A. from New York University in International Economics. Mark passed the Series 65 exam in 2006 and holds the CERTIFIED FINANCIAL PLANNER™ certificate since 2009.
