Business Expert Investment Management

Private Equity Investor Mark Hauser Named Partner at Private Wealth Manager

Mark Hauser, an experienced private equity investor and advisor to numerous family offices and nonprofits, has been named Partner at Private Wealth Manager. Mark Hauser is a member of the firm’s Executive Committee and will be leading the company’s efforts in developing new strategies for financial advisors. Mark brings with him over 30 years of experience as an advisor to high-net-worth clients. He also serves as President of The Mark Hauser Company, which provides strategic consultations on investment portfolio management to families with significant wealth. Mark

Hauser’s work has been featured in leading financial publications such as The New York Times, Institutional Investor, Financial News Network and the Wall Street Journal. Mark says that he is “delighted” to join Private Wealth Manager at this time of growth. Mark currently manages approximately $600 million for high-net-worth clients, including many members of families with significant lineage wealth who are thinking about how best to preserve their assets through generations. He will remain President of The Mark Hauser Company during his transition into the new role. Mark also serves on several nonprofit boards focusing on education policy reform efforts across various states nationwide, including programs working with Teach For America, Policy Innovators, Education Pioneers and Public Impact, among others.

Mark earned his Master’s degree in Education Policy from Harvard University before receiving a Bachelor of Arts at Vanderbilt University. Mark also holds the FINRA Series 63 and Series 66 securities licenses, is an Investment Adviser Representative with Edelman Financial Services LLC and has been registered since 1993. Mark says that he looks forward to “working closely together on innovative ways to help [Private Wealth Manager] clients achieve their financial goals.”

Mark Hauser was recently named Partner at Private Wealth Manager, a leading private wealth management firm in New York City. Mark previously worked as Senior Vice President for The Mark Hauser Company. He advised numerous families on managing family assets across multiple generations while simultaneously serving as President of the company, specialising in investment portfolio management advice for high-net-worth individuals. Mark has been a member of the Financial News Network, Institutional Investor and The Wall Street Journal’s editorial boards while also serving as an advisor for Teach For America and his work with various state education reform initiatives across multiple states nationwide.

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