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Staff

 

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Mark Stiefel
President
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Mark Stiefel is an expert in financial and organizational management with a master’s degree in Industrial Engineering from Stanford University. His success in family office services comes from extensive experiences managing projects, contracts, properties and performing complex financial analysis in the maritime and aerospace sectors. His focus is assisting Family Offices, busy people and seniors as a Daily Money Manager. 

 

Mark makes a significant difference in his clients’ lives and provides the satisfaction of knowing their financial affairs and home management tasks are professionally fulfilled.  He is detail oriented and genuinely cares about each client and is dedicated to achieving positive outcomes.

 

In his free time, Mark volunteers for local nonprofits, specifically in the area of advising on sound financial management.  He is currently the treasurer of a local nonprofit and he serves as the non-lawyer member of the Washington Bar Association, Client Protection Board.  Mark enjoys spending time with his family, including two grandchildren. 

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