Mark Edelman
Relationship Driven Financial Advisor
- Role
- Executive Vice President at King Capital Advisors, Inc
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Experience
Executive Vice President
Jan 2008 — Present · Houston, TX, US
Mark embarked on his financial advisory journey in 2008 when he joined King Capital Advisors. Catering to institutional investors, small business proprietors, and individuals/families, Mark’s expertise encompasses diverse clientele.One of Mark’s expertise is Fixed Income Investing spanning US treasuries, CDs, US government agencies, investment-grade corporates, municipal bonds, mortgage-backed securities, and structured products.Mark’s priority is cultivating lasting client relationships. His prowess lies in tailoring financial portfolios to align with clients’ unique goals. Collaborating with renowned asset managers, Mark offers comprehensive wealth management, from investments to retirement planning for individuals and families.He extends expertise to small business owners’, retirement plans, and cash management. Witnessing portfolios flourish and client appreciation fuels Mark’s passion. “Exceeding expectations with integrity” is his motto.In Houston, Texas, Mark resides with his wife and two children. He dedicates time to volunteer work, such as coaching youth sports, a Local Men’s Club, and being an SFA Alumni Association member. He is a supporter of the Rockets, Texans, and Astros.Mark’s credentials include FINRA registrations 7, 63, 65, and Life/Health Insurance.
Skills
- Portfolio Management
- Sales
- Investment Portfolios
- Mortgage-Backed Security (Mbs)
- Us Treasuries
- Structured Investments
- Management
- Fixed Income
- Finance
- Securities
- Investments
- Qualified Retirement Plans
- Asset Allocation
- Tax Free Income
- Mutual Funds
- Money Market Funds
- Fdic Cds
- Leadership
- Fixed Income Portfolio Management
- Rollover Iras
- Financial Advisory
- Due Diligence
- Etfs
- Retirement Planning
- Investment Grade Corporates
- Financial Services
- Trading
- Investment Management
- Government Agencies
- 401(K) Retirement Savings Plans
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