Mark D. Petrie CFA, CFP®
Director in Investment Advisory, Principal

Petrie

What do you enjoy most about wealth management?

Helping successful people achieve their long-term goals and the relationships I’ve established with clients along the way.

What’s the biggest challenge?

Helping clients “filter” the daily noise polluting the investment and planning environment.

What do you love most about being part of Aspiriant?

Being surrounded by and working collaboratively with an incredible amount of professional talent.

What professional accomplishments are you most proud of?

Earning the trust of extremely successful, discerning couples and families.

What quality of yours makes you best suited to do what you do?

I’m a very good listener with strong problem solving skills, have considerable investment and financial planning experience and am always 100% focused on my client’s well-being.

How should people think about their wealth?

Both as security and as a tool used in support of one’s ambitions and passions, whatever those might be.

What do you love to do outside of work?

Spending time with my wife and three children. Supporting our community through volunteerism, with an emphasis on youth sports. Any outdoor activity with family and friends.

What would you be doing if you weren’t working for Aspiriant?

I’d probably be pursuing a job as a baseball General Manager or a golf instructor (those who can’t do, coach!). Or, maybe I’d be in the construction business… love getting my hands dirty.

Career highlights

  • Becoming a principal of Hokanson Associates
  • Becoming a principal of Aspiriant

Education and accreditations

  • B.A. in Economics from University of California, Irvine
  • CFA
  • CFP®

What personal accomplishments are you most proud of?

Achieving balanced success as a husband, father, in the community and in my profession.

Mark joined Aspiriant and became a principal of the firm in 2016. Mark has over 20 years of experience advising clients in the areas of investments and financial planning. His areas of expertise include investment research and portfolio management, financial planning and retirement planning.

Prior to joining Aspiriant, Mark served as a principal at Hokanson Associates, a San Diego based wealth management firm with a reputation for serving clients in all areas of their financial lives with the highest level of professionalism and integrity. There, Mark chaired the firm’s investment committee, served and advised high net worth families and was actively involved in firm wide strategic planning. He also served clients in the capacity of financial planner.

Prior to joining Hokanson Associates, Mark gained considerable investment knowledge and experience at large institutional money management firms. At Roger Engemann & Associates, Mark’s research efforts supported the Large Cap Growth mutual funds and managed accounts as well as the firm’s International Growth mutual fund. At Palley Needleman Asset Management, he was part of the team managing the firm’s Large Cap Value strategy and played a lead role establishing the firm’s Small Cap Value strategy.

Mark earned a Bachelor’s of Arts in Economics at the University of California at Irvine. He then earned the Chartered Financial Analyst (CFA) designation in 1998 and the Certified Financial Planner (CFP®) in 2010. He is also a member of the CFA Institute and the Financial Planning Association.

Outside of Hokanson Associates, Mark currently serves as Treasurer and Trustee at the San Diego Botanic Garden. He served as past Chairman and board member for Kids First at Sunset View—A Foundation Supporting Students, a non-profit focused on enhancing the educational experience for local elementary school students.

In his personal time Mark enjoys an active lifestyle and community activities, but especially enjoys them with his wife and three children.

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