Mark Rogozinski

Mark Rogozinski is a seasoned financial services executive who currently serves as the Executive Managing Director and Head of Family Office Services at Cresset, a position he assumed in May 2023.13 In this role, he oversees Cresset's comprehensive suite of Family Office Services, which includes:

• Banking and Lending
• CFO services
• Family Governance
• Lifestyle management
• Risk Management
• Tax services
• Wealth Planning
• Wealth Strategy34

Professional Background

Rogozinski brings 30 years of experience in wealth management to his current position.1 His career has been marked by leadership roles in various aspects of financial services, including:

• Chief Strategy Officer at Pitcairn (2022-2023)
• CEO of The Swarthmore Group (2018-2019)
• CEO of Asset Vantage Inc.
• President of RockIT Solutions, Inc.
• Head of Operations and Technology Group at Rockefeller & Co, Inc.
• Managing Director at SEI
• Senior Vice President of Corporate Development at WealthTrust
• Partner, Principal, and Chief Operating Officer at Homrich & Berg, Inc.
• Chief Operating Officer at Convergent Wealth Advisors, LLC
• Chief Financial Officer of Atlantic Trust PWM34

Education

Rogozinski is a graduate of Babson College, where he earned a Bachelor of Science degree in finance/investments, entrepreneurial studies, and communications.13

Expertise

Throughout his career, Rogozinski has developed expertise in:

• Wealth management
• Wealth advisory services
• Wealth tech solutions
• Multi-family office operations
• Strategic planning and execution
• Financial and operational management12

At Cresset, Rogozinski reports to President Liz Nesvold and is responsible for ensuring the delivery of a holistic family office experience for clients.1 His appointment is seen as a significant addition to Cresset's team, given his extensive experience and respected standing in the family office sector.2