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Journal of Wealth
Management Consulting

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CEG Worldwide Operations Team

Mark Klimek—Writer

Mark Klimek has 12 years' experience as a financial writer specializing in white papers, articles, newsletters and other content for financial services institutions. He frequently covers topics such as wealth management strategies, business planning, asset allocation and portfolio management, best practices of financial advisory firms, and philanthropy. The firms he works with span the financial services industry, including brokerage firms, product sponsors, investment advisors, banks, insurance companies, accounting firms, money managers and wealth management organizations. He is a graduate of Marquette University and lives in Maine.

 
 
December 2, 2008