Steve Marks

Steve Marks is an experienced financial professional with a robust background in financial planning and management. Currently serving as a Financial Planner at SagePoint Financial since February 2019, Marks has built a career spanning several prestigious firms including Cetera Advisor Networks LLC, Sagemark Consulting, and Skylight Financial Group. Prior to specializing in financial planning, Marks held significant roles such as President at Bix Foods and Senior Vice President at Key Bank. Marks began a career in finance as an Investment Officer at National City Bank and also served as Budget Manager/Controller at Macy's. Educational credentials include an MBA in Finance from the Weatherhead School of Management at Case Western Reserve University and a BBA in Finance and Marketing from the University of Michigan - Stephen M. Ross School of Business.