Tilting the Odds: The Keys to Gaining an Investment Edge

Mark Tepper, CFP is president and CEO of Strategic Wealth Partners. While he works with a variety of clients, Mark specializes in the wealth management and financial planning needs of entrepreneurs, professional athletes, and other high-net-worth individuals. He has helped numerous entrepreneurs build the value of their businesses, develop strategic exit plans, and maximize proceeds post-sale.

Since entering the financial services industry in 2000, Mark has become a Million Dollar Round Table Top of the Table qualifier, planting him in the 0.1 percent of the nation’s financial advisors.

As a sought-after financial expert, Mark regularly appears on CNBC’s Fast Money, Closing Bell, and Power Lunch. Mark is the author of Walk Away Wealthy: The Entrepreneur’s Exit-Planning Playbook and Exceptional Wealth. In 2015, Crain’s Cleveland Business designated him as a 2015 Forty-Under-Forty Honoree.

Additionally, Mark has developed Wealthalyze, an innovative assessment tool that provides users streamlined and powerful wealth management diagnostics. He is passionate about helping entrepreneurs develop their businesses and is a member of both the Entrepreneurs’ Organization and Vistage. He is a Partner in Hope for St. Jude Children’s Research Hospital.

Mark earned his BSBA in finance from John Carroll University. He is a Certified Financial Planner (CFP) professional and lives in Richfield, Ohio, with his wife, Jamie, their children, Cameran, Riley, and Kellen, and their two dogs. In his free time, Mark enjoys fitness, golf, softball, high-performance driving, and coaching his kids’ sports teams.