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Saturday, Apr 13, 2024

Leaders of Influence: Wealth Managers 2024 – Mark Udis

Custom Content by the Los Angeles Business Journal


Mark Udis is a partner of Certuity. He focuses on individuals and families of significant financial resources and is actively involved in the family office practice. He is an active member of Certuity’s investment strategy team.

Udis’ client base is made up of technology entrepreneurs and executives, professional athletes, attorneys, doctors and prominent families. Udis has taken this unprecedented environment in the markets as an opportunity to prove the strength of his clients’ portfolios, strengthen communication with his clients and discuss how he has positioned their portfolios to be prepared for market volatility and gradual shifts in underlying market and economic fundamentals. Udis takes pride in establishing trusted and long-lasting relationships. He understands that clients rely on his expertise and guidance, and he is dedicated to providing a consistent and exceptional level of service. Udis believes that honesty, integrity and authenticity are the core of the client experience.

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