Mark Sette
About Mark Sette
Mark Sette is a Senior Portfolio Manager and Certified Financial Planner at Wealthsimple in New York, New York.
Current Role at Wealthsimple
Mark Sette is currently serving as a Senior Portfolio Manager and Certified Financial Planner at Wealthsimple. He has been in this role since 2019 and operates out of New York, New York, United States. In his capacity at Wealthsimple, he is responsible for managing client portfolios and providing financial planning services.
Previous Experience at Wealthsimple
Before his current role, Mark Sette worked at Wealthsimple as a Certified Financial Planner from 2017 to 2019. During this period, he spent two years in New York, New York, United States, offering his expertise in financial planning services to a diverse client base.
Role at Ford Mays Wealth Management
Mark Sette served as a Relationship Manager, Operations Manager, and Certified Financial Planner at Ford Mays Wealth Management from 2011 to 2017. Over his six-year tenure in Lynchburg, Virginia, United States, he was integral in managing client relationships and overseeing operations, alongside providing financial planning services.
Experience at MassMutual Financial Group
From 2010 to 2011, Mark Sette worked as a Financial Services Professional at MassMutual Financial Group. During his one-year tenure in Lynchburg, Virginia, United States, he provided various financial services to clients.
Early Career at StellarOne Bank
Mark Sette kicked off his career as a Financial Sales Associate at StellarOne Bank, where he worked from 2007 to 2010. Over three years in Lynchburg, Virginia, United States, he gained essential experience in financial sales.
Education at Liberty University
Mark Sette attended Liberty University, where he achieved a Bachelor's degree. He studied there from 2006 to 2009. This educational background laid the foundation for his career in financial services.