Mark Borda is the Director & Senior Wealth Advisor at Mariner Wealth Advisors. Mark has over 15 years of experience in the financial services industry.
Borda began their career as a transaction advisory/audit associate at PwC. Mark then moved to SGF Capital Management, LP where they served as CFO and investment analyst. During their time at SGF, Borda was responsible for the financial management of the firm and also conducted analysis on potential investments.
In 2014, Borda joined Manulife Asset Management as a Director & Senior Investment Analyst. There they worked on the Sovereign Performers strategy, which invests in mid- and large-cap companies. After four years at Manulife, Borda moved to CFGI, where they served as a Senior Manager.
Most recently, Borda joined Citrin Cooperman in 2019 as a Director. Citrin Cooperman is a top-25 accounting firm that provides business consulting services. In their role, Borda works with clients on a variety of financial consulting projects.
Mark Borda has a BS in Accounting from Lehigh University. Mark also has a certification from the AICPA in Certified Public Accountant. Mark has a certification from the CFA Institute in Chartered Financial Analyst (CFA).
They work with Katrina Radenberg - Chief Investment Officer, Kevin Corbett - Managing Director, Corporate Development, and Brett Kunshek - Head of Options. Their manager is Marty Bicknell, CEO & President.
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