PVI, an SEC-registered RIA firm, is pleased to announce the hiring of Mark Magarian as Senior Portfolio Manager.
Mark brings a rich background, with over twenty years of investment experience. He recently held the title of Vice President-PIM Portfolio Manager at Wells Fargo Advisors. Before Wells Fargo, Mark worked at Deutsche Bank in London and was part of the investment team at Gruss & Co., with a multi-asset trading focus.
Harry Morad, Managing Partner of PVI, stated, "We are excited to welcome Mark to PVI as he can draw from his institutional background that began in London at Deutsche Bank and his time with UBS, Morgan Stanley, and Wells Fargo. He will immediately add value to our leadership team. His experience and track record fit our mission of providing the best investment and service solutions within the industry. PVI is not the right fit for all advisors; we are a home for the most capable professionals - which Mark certainly is."
PVI is an SEC Registered Investment Advisor and works with high-net-worth families and institutions across the country. PVI’s client-first approach has set it on a rapid growth trajectory while increasing its national footprint. Assets are primarily held in custody at Schwab and TD Ameritrade. Services include portfolio management, financial, estate and succession planning, banking, and consulting.
For more information, please contact PVI at email@example.com.