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Mark Muntean,  AIF®, CFA®, CFP®

Mark Muntean, AIF®, CFA®, CFP®

Financial Advisor

  • Canton, OH
  • The Bible
  • Jesus, Einstein, and Donald Trump
  • "Whether you think you can, or you think you can’t – you’re right.“ - Henry Ford
  • Strength of character, intelligence, and kindness

Financial Advisors

Mark is a wealth management advisor based in Uniontown, OH.

Mark joined CAPTRUST from Cornerstone Capital Advisors in 2019. He serves as a financial advisor responsible for providing comprehensive wealth management to high-net-worth investors and corporate executives.

Prior to joining the firm, Mark was a lead advisor and director of investments for Cornerstone Capital Advisors. In addition to his role as a lead advisor, he served as chairman of the firm’s investment committee.

Mark graduated summa cum laude from Walsh University where he earned a Bachelor of Arts degree in finance. Mark is a Chartered Financial Analyst charter holder, an Accredited Investment Fiduciary®, and has earned the CERTIFIED FINANCIAL PLANNER™ designation.

When he’s not with a client, you can find Mark volunteering at his church, exercising, and spending time with his family.

Education

  • Bachelor of Arts degree in finance from Walsh University
  • Master of Business Administration degree from Kent State University

Industry Designations

  • Accredited Investment Fiduciary®
  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Analyst®

Industry Involvement

  • Chairman, Cornerstone Capital Advisors Investment Committee
  • Member, Cleveland CFA Society

News & Resources

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