Mark Jamison, TEP, CEPA

Mark Edward Jamison is a Senior Wealth Director at BNY Wealth Management.12 As a Senior Wealth Director, he is responsible for providing investment and wealth planning advice to individuals and families.2 His professional credentials include TEP (Trust and Estate Practitioner) and CEPA (Certified Exit Planning Advisor).1

Professional Background

Mark Jamison is based in Menlo Park, California, and has over 500 connections on LinkedIn.1 His role at BNY Wealth involves working with high-net-worth clients to manage their wealth and provide comprehensive financial planning services.

Expertise

As a Senior Wealth Director, Mark Jamison likely possesses expertise in:

• Investment management
• Estate planning
• Wealth transfer strategies
• Exit planning for business owners
• Tax optimization

His TEP designation indicates specialized knowledge in trusts and estates, while the CEPA credential demonstrates proficiency in helping business owners plan for the eventual exit from their companies.

LinkedIn Profile

Mark Edward Jamison's LinkedIn profile can be found under the username "markedwardjamison".1 This profile provides professional information about his current role, experience, and location.