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  • Current Title: Senior Vice President
  • Job Field: Financial Services
  • Years of Experience: 12+ Years
  • Highest Education: Bachelor's
  • Current Career Level: Senior

Mark Witaschek


Summary

With three decades of professional experience, Mark Witaschek serves as senior vice president of McLean Asset Management Corporation in Virginia. An experienced wealth manager dedicated to maintaining long-term relationships with his clients, he provides investment consulting and financial planning services for high net worth individuals and small business owners throughout Washington, D.C. and the Northeast. Acting as a “personal CFO,” Mark Witaschek manages assets for nearly 200 clients and oversees the efforts of a specialized team of financial professionals.

Mr. Witaschek attended Plymouth State College in New Hampshire, working toward a bachelor’s degree in business management and computer science. He subsequently completed CFP certification at the College for Financial Planning in Boulder, Colorado. From 1984 to 2009, he served as a partner and wealth manager with The Harbor Group, Inc., in Bedford, New Hampshire.

With his current firm, Mr. Witaschek emphasizes long-term asset allocation strategies paired with the appropriate risk management parameters. He and his team seek to generate market returns and preserve clients’ wealth utilizing a passive indexing strategy managed by an exclusive institutional manager, while reducing their tax burdens.


Objectives

A veteran wealth manager and Certified Financial Planner, Mark Witaschek has held responsibilities as senior vice president with Virginia-headquartered McLean Asset Management Corporation (MAMC) since 2009.


Education

College For Financial Planning
College for Financial Planning, Boulder, CO
Graduated: July 1985
Grade: CFP - Certification

Plymouth State College
Plymouth State College, Plymouth, NH
Graduated: December 1982
Grade: Business Management/


Employment History

October 2009 – Present: Senior Vice President
Company: McLean Asset Management Corporation
McLean, VA
Wealth Manager

July 1984 – October 2009: Partner
Company: The Harbor Group, Inc.
Bedford, NH
Wealth Manager, Human Resources Director and Special Projects Manager


Professional Skills

Wealth Management – Expert


Hobbies & Interests

Skiing, running, boxing, politics and hunting.