Your additional wealth management team will help coordinate with your advisors as needed throughout the planning process. Through this collaborative approach, we’re able to analyze, design and implement an integrated wealth plan to fit your specific goals.
Mark Weisbrod is Vice President and Portfolio Manager for Wealth & Fiduciary Services, a division of Zions Bancorporation, N.A. Mark’s responsibilities include portfolio construction, asset allocation and investment analysis and collaborates with Wealth Advisors and Private Bankers to advise wealthy individuals and families on the design and implementation of personalized investment strategies and portfolios to meet their unique goals and needs. Mark works closely with Executive Vice President, Investment Management Director, Anthony Valeri, Senior Vice President, Fiduciary Services Manager, Lynn Baldwin and Executive Vice President, Director of Wealth Planning, Chris Considine to help ensure your wealth plan is handled with care.
Disclosures
Trust & fiduciary investment services are provided through Wealth & Fiduciary Services within Wealth Management, a division of Zions Bancorporation, N.A. Investment products and services are NOT insured by the FDIC or any federal or state governmental agency, are NOT deposits or other obligations of, or guaranteed by, Zions Bancorporation or its affiliates, and MAY be subject to investment risks, including the possible loss of principal value or amount invested. National Bank of Arizona is a division of Zions Bancorporation, N.A.