Mark N. Warren
Managing Director, Wealth Advisor
About Mark
Mark Warren, managing director, wealth advisor, has nearly 20 years in the investment management and wealth planning industry. He works with successful high-net-worth individuals and their families, foundations, business owners, and corporate executives. Mark focuses on helping clients achieve their professional or personal goals such as starting a new business, spending more time with family, or retirement. He engages in ongoing and meaningful relationships with his clients and brings years of experience in wealth planning to customize a dynamic strategy to match their goals with their capital deployment.
Mark began his career at Scudder Investments in its sales support department. In 2004, he joined Smith Barney’s wealth management unit in Denver. He graduated from the University of Kansas with a bachelor of science in business. Mark has attained the CERTIFIED FINANCIAL PLANNER™ designation.
Mark enjoys spending time with his two daughters as well as fly fishing.
About William Blair
William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
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1935Year William Blair was founded
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1,900+Employees worldwide
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149 billion+Client assets
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89 YearsIndependent and employee-owned
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20+Offices worldwide
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~650Companies under coverage
As of September 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.