General Info
Mark Myers is a seasoned investor with a focus on high net worth individuals, ultra-high net worth individuals, families, business owners, and not-for-profit organizations. His investment approach includes extensive knowledge of estate, investment, trust, insurance, and business succession planning strategies. Mark began his financial services career in 2008 and has a track record of supporting clients in achieving their financial goals through comprehensive financial planning, investment analysis, wealth transfer planning, and insurance consulting. He has worked with notable firms such as Plante Moran and Clarfeld: Citizens Bank, providing top-tier financial advisory services. Mark is actively involved in professional development and community involvement, showcasing a commitment to mentorship and training to enhance team capabilities.
Location: Deerfield, Illinois, United States
Country: United States of America
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Investment Regions:
Investment Stages: pre-seed, seed
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🤖 AI Activity Report
Status: not-found
AI Reasoning: I searched for public records and profiles for Mark Myers (variants Mark Meyers) related to investment activity, focusing on Deerfield, Illinois and known employer firms (Plante Moran, Clarfeld: Citizens Bank, Rehmann). Results show professional advisory roles and firm biographies but no public record of startup or recent investment transactions or announced investments. No named startup investments found. Therefore classification is not-found.
Angel activity thresholds:
Low Activity – Only known angel investments more than 12 months ago.
Active – Known angel investments between the last 12 and 6 months.
Very Active – Known angel investments in the last 6 months.
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