Menu

Mark Muntean, CFA, CFP®, AIF®Financial Advisor

  • 1640 Corporate Woods Circle
    Uniontown, OH 44685

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 Analystcharter 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

INDUSTRY DESIGNATIONS

  • Chartered Financial Analyst (CFA®)
  • CERTIFIED FINANCIAL PLANNER
  • Accredited Investment Fiduciary®

MEMBERSHIPS

  • Member, Cleveland CFA Society

 

 

Personal Profile

Hometown:
Canton, OH
Favorite Book or Movie:
The Bible
Ideal Dinner Guest:
Jesus, Einstein, and Donald Trump
Words to Live By:
"Whether you think you can, or you think you can’t – you’re right.“ - Henry Ford
Qualities I Admire in People:
Strength of character, intelligence, and kindness