Mark Lontchar
Wealth Manager and Chief Operating Officer
Mark Lontchar is a Wealth Manager and Chief Operating Officer of Silver Sail Wealth Advisors.
Mark focuses his energy on collaborating with clients to plan for, and undertake their journey to, financial independence. As a wealth manager, Mark takes a holistic approach to planning and providing advice to clients. He invests significant time getting to know and understand clients, their goals, their motivations, and their concerns. Mark believes the most successful client relationships are founded on clarity of direction and proactive communication. He works hard to simplify concepts into digestible parts recognizing that a client who understands and believes in their financial plan is more likely to follow it and be confident about their future.
Mark brings diverse industry experience to Silver Sail Wealth Advisors having previously led wealth management and capital markets teams in the U.S. and in Europe supporting independent financial advisors. Prior to joining Silver Sail Wealth Advisors, Mark was the President of Boston Asset Management, Inc., a registered investment adviser based in Florida focused on serving individuals with special needs and their families. Mark was also previously the Director of European Equities at Raymond James & Associates, Inc., where he worked with individual and institutional investors in Europe. Mark also has extensive risk management experience counseling financial advisors and clients having previously served as Chief Compliance Officer of Raymond James Financial Services, Inc., a large independent broker-dealer.
Mark lives in Tampa, Florida with his wife, Natalie, and their two children. Outside the office, Mark cherishes his role of father and husband, and usually can be found on the weekend cheering at one of his son’s baseball games, helping his daughter to achieve her dream of becoming a Disney Imagineer, or enjoying an evening with Natalie planning the next family adventure.
Education:
- B.A. Political Science – Kenyon College, Gambier, Ohio
Registrations and Licenses Held:
- Series 4 General Options Principal
- Series 7 General Securities Registered Representative
- Series 24 General Securities Principal
- Series 53 Municipal Securities Principal
- Series 55 Equity Trader
- Series 63 Uniform Securities Agent State Law
- Series 65 Investment Adviser Representative
* Registrations held through LPL Financial