Mark Sansoterra

Mark Sansoterra

Managing Partner
Chicago, Illinois, United States

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Work Experience

Highview Capital Management

Managing Partner

2020-03-01 - Present

BMO Private Bank

Vice President, Senior Portfolio Manager

2001-01-01 - 2020-03-01

Goldman Sachs

Trading assistant

1999-08-01 - 1999-12-01

Skills

wealth planning investment management client education fiduciary independent advisor registered investment advisor certified financial planner chartered financial analyst certified private wealth advisor financial planning executive benefits business owner multifamily office goals based planning estate planning tax planning wealth management

Languages

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