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Mark A. Davis, QPFCSenior Vice President, Financial Advisor

  • 2625 Townsgate Road
    Suite 330
    Westlake Village, CA 91361
  • 818.483.1590
  • LinkedIn

Mark joined CAPTRUST in 2009 as senior vice president, financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. 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. 

EDUCATION

  • Bachelor of Arts degree in english from Amherst College
  • Master of Fine Arts degree in acting from University of Minnesota

INDUSTRY DESIGNATIONS

  • Qualified Plan Financial Consultant (QPFC)

AWARDS AND RECOGNITION

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

MEMBERSHIPS

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

INDUSTRY INVOLVEMENT

  • PLANSPONSOR National Conference
  • ASPPA, 401(k) Summit
  • Institutional Investor Defined Contribution Forum
  • Mid-Sized Retirement & Healthcare Plan Management Conference

Personal Profile

Hometown:
Thousand Oaks, CA
Favorite Book or Movie:
The Bible and Scrooge
Ideal Dinner Guest:
George H. W. Bush, Nelson Mandela, and Winston Churchill
Words to Live By:
2 Corinthians 1:3-4
Qualities I Admire in People:
Compassion, intelligence, and perseverence
Favorite Philanthropy:
Camp Firefly