Mark J. Rogers, CIMA®
Executive Director, Institutional Consulting Director, Family Wealth Director
Graystone Consulting, a business of Morgan Stanley, Farmington Hills
When Mark became a financial advisor in 1985, he quickly understood the deep responsibility that comes from advising families and organizations about their wealth. He is honored to work with such a broad array of clients who value and appreciate the tailored guidance he and his team of seasoned professionals provide. He works tirelessly to understand what is important to each client, so he can help them make informed and confident financial decisions that reflect who they are, what they value and where they want to go.
Mark delivers objective, customized strategies for institutional investors to meet their missions. Mark guides clients through the Graystone process which includes organizational assessment, investment policy review, asset allocation study, investment manager evaluation, performance reporting and ongoing monitoring.
Mark enjoys sharing the market insights, risk management resources and analytical rigor that drive his institutional relationships with the high net worth families he proudly serves. He utilizes an integrated approach to family wealth planning that involves asset management, business succession planning, wealth transfer, family governance and dynamics, and philanthropic services.
Throughout his rewarding career, Mark has remained an avid student of the financial markets. He graduated from Michigan State University with a B.A. degree in Business/Economics and earned his Certified Investment Management Analyst (CIMA®) designation from the Wharton School of Business. Outside of the office, Mark is the founder and chair of the Birmingham Country Club Business Roundtable, a local business networking group.
