Mark Cortazzo Earns Forbes Best-In-State Wealth Advisor Distinction for Fourth Year
MACRO Consulting Group is proud to announce that Senior Partner Mark Cortazzo, CFP®, CIMA®, has been named a Best-In-State Wealth Advisor by Forbes, marking his fourth consecutive year on the esteemed ranking.
The annual list spotlights top-performing advisors across the country and ranks them within their respective states. This year, Mark earned the #3 spot in Northern New Jersey for High Net Worth clients.
Developed by SHOOK Research, the Forbes Best-In-State Wealth Advisors ranking is based on an algorithm of qualitative and quantitative data, rating wealth advisors with a minimum of seven years of experience and weighing factors such as revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. To learn more about the methodology, click here.
Since founding MACRO Consulting Group in 1992, Mark has earned numerous notable awards and accolades, including Top Advisor distinctions from Barron’s, Worth, Fortune, Reuters, Financial Times, and Medical Economics, a four-year feature on the Forbes Top 250 Wealth Advisors list, NJBIZ’s Top Forty Under 40 distinction and Boomer Market Advisor’s Advisor of the Year award.
Have a question?
Contact us today!