Mark Cortazzo, CFP®, CIMA®
Senior Partner / Senior Financial Advisor
Mark Cortazzo, CFP®, CIMA® is the Senior Partner of MACRO Consulting Group. He is a CERTIFIED FINANCIAL PLANNERTM professional and holds the “Certified Investment Management Analyst®” designation. He offers expert financial advice as an investment advisor representative and retirement planning specialist. Mark is a frequent speaker and often serves as a resource for both local and national publications. His opinion is highly valued and he is often quoted within the media.
Mark’s extensive background in the financial services industry includes working for one of the largest brokerage firms in the US, one of the largest banks in the Northeast, and one of the largest insurance companies in the world. Since founding MACRO in 1992, Mark has been profiled in many industry publications and has earned numerous awards and accolades.
Mark was recently named to the Barron’s Top Advisor List for the eighth consecutive year1. This is the fifth time he has ranked as the #1 Independent Advisor in New Jersey. Other achievements include being named to Top Advisor lists by Worth,2 Fortune,3 Reuters,4 Forbes,5 Financial Times,6 Registered Rep,7 Medical Economics,8 and NJ Monthly magazine.9 He is a Research magazine “Advisor Hall of Fame” inductee,10 was named one of the “Top Forty Under 40” by NJBIZ,11 and was awarded “Advisor of the Year” by Boomer Market Advisor magazine.12
Investment Management Consultants Association® (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.
1List is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. (2009-2016)
2 Based on nominations, industry associations, background, professional designations, client retention rates, and average portfolio returns (2002)
3 Award based on assets under management (2008)
4 Based on rigorous quantitative analysis of factors including growth of assets under management and growth of average assets per client relative to peers (2008)
5 The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors such as experience, revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. (2016)
6 Based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 400. (2015)
7 Created by Registered Rep magazine, the top-50 lists rank advisors in the U.S. by the amount of assets they have under management. To be considered for these Registered Rep rankings, advisors must have at least 50% of their business with individual investors. (2007-2009)
8 Advisors are chosen based on an extensive questionnaire including experience, educational background, qualifications, and good standing with both FINRA and the SEC. (2008-2015)
9 Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the Five Star Wealth Managers. Research conducted by Five Star Professional. (2012-2016)
10 Based on minimum of 15 years industry experience, assets under management, client service, peer recognition, and selected by a panel of judges (2003)
11 Award is based on age, leadership, and a record of achievement. (2004)
12 Based on his extensive industry knowledge and experience, the ability to navigate his clients through the downturn, his approach to addressing longevity and income issues, and the power to stand out from the competition (2010)