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Mark A. Davis, QPFC

Mark A. Davis, QPFC

Senior Vice President,
Financial Advisor

  • Thousand Oaks, CA
  • The Bible | Scrooge
  • George H. W. Bush, Nelson Mandela, and Clayton Kershaw
  • 2 Corinthians 1:3-4
  • Compassion, intelligence, and perseverence

Financial Advisors

Mark is an institutional advisor based out of Westlake Village, CA.

Mark joined CAPTRUST in 2009 as senior vice president, financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. He is motivated to improve the retirement outcome of his clients’ participants by structuring governance processes that keep them ahead of the fiduciary curve.

Prior to joining the firm, Mark served as founding principal and vice president, financial advisor at Kravitz Davis Sansone and as president of Mark A. Davis Consulting, Inc. He has worked in the industry since 1991. Mark has worked with members of the U.S. Senate, House of Representatives, and the Government Accountability Office on a variety of retirement plan issues related to plan sponsors and plan participants. Mark has testified before both the House Ways & Means and Education and Labor committees. When he is not in the office or with a client, Mark enjoys traveling and spending time with his family.

Education

  • Bachelor of Arts degree in English and dramatic arts from Amherst College
  • Master of Fine Arts degree in acting from University of Minnesota

Industry Designations

  • Qualified Plan Financial Consultant

Awards & Recognition

  • 401(k) Wire Top 50 Most Influential Advisors in Defined Contribution | 2012
  • Barron’s Top 50 Institutional Consultants | 2018
  • Financial Times 401 Top Retirement Plan Advisor | 2017

Industry Involvement

  • Speaker, ASPPA, 401(k) Summit
  • Speaker, Institutional Investor Defined Contribution Forum
  • Speaker, Mid-Sized Retirement & Healthcare Plan Management Conference
  • Speaker, PLANSPONSOR National Conference
  • Columnist, The Journal of Pension Benefits

Memberships

  • Advisory board member, John Marshall School of Law Center for Tax Law and Employee Benefits
  • Board member, American Society of Pension Professionals & Actuaries (ASPPA)
  • Board member, National Association of Plan Advisors (NAPA)
  • Elder, Calvary Community Church, Westlake Village, CA

News & Resources

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