Mark Lebovitz, CFA

Wealth Advisor, Partner Mark graduated with honors from Michigan State University with a B.A. in material and logistics management and earned an M.B.A.

from Oakland University. In 2005, Mark earned the right to use the Chartered Financial Analyst designation. The CFA designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. Mark is a member of the CFA Institute and the CFA Society of Detroit. Mark has been in the financial

services industry since 1999 when he joined Munder Capital Management as an analyst. He developed into a senior portfolio manager with a large cap growth and multi cap growth style investment team. He has experience managing or working on several types of investment products including mutual funds, institutional accounts, a closed ended fund, a venture fund and a hedge fund. He has researched and invested in stocks, ETFs, private equity funds, IPOs, venture funds and more and has met with hundreds of public company management teams and Wall Street research analysts. Mark has been interviewed and quoted by several publications including The Wall Street Journal, Fortune Magazine, Reuters, Bloomberg News, MSN Money, Investor’s Business Daily, Smart Money Magazine, Business Week Online and The Street.com. Mark’s focus as a financial consultant is to create comprehensive financial plans specifically designed for each client. Every client has unique circumstances and goals that just don’t fit into a cookie cutter approach. Mark will listen to your financial need and goals and work with you to address them. Registrations Held:
FINRA series 07 and 66 held with LPL Financial

Registered for Securities in the following states:
AR, AZ, CA, CO, FL, GA, IL, IN, LA, MI, MO, NC, NY, OH, OR, SC, TN, TX, WA, and WI

Registered as IAR in the following states:
MI and TX

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. www.finra.com www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

08/06/2026

Find out how LPL Research’s building block model portfolios help advisors deliver personalized, professionally managed portfolios at scale.

08/05/2026

LPL Research examines public and private real estate markets, cap rate divergence, and why REITs may offer attractive value today.

08/04/2026

Exceptionally strong second-quarter S&P 500 earnings growth, with EPS tracking a 46% year-over-year increase, driven in part by valuation mark-ups of private AI-related holdings such as Anthropic, OpenAI, and SpaceX. Excluding Alphabet and Amazon, earnings growth remains robust at roughly 26%, led p...

08/03/2026

LPL Research discusses how geopolitical tensions, rising rates, and strong earnings are shaping markets, underscoring the importance of diversification.

08/02/2026

LPL's Weekly Market Performance for the week of July 27, 2026, highlights mixed hyperscaler earnings, the latest Fed rate decision, and geopolitical tensions.

08/01/2026

LPL Research weighs in on the boutique versus larger manager debate within investment manager selection.

07/31/2026

LPL Research continues its manager research series, exploring red flags that never appear in performance screens and often emerge in manager interactions.

07/30/2026

LPL Research examines the latest developments in the oil market and how renewed geopolitical tensions are impacting supply.

07/29/2026

LPL's Weekly Market Performance for the week of July 6, 2026, highlights geopolitical developments, corporate earnings and headlines, and Treasury auctions.

07/28/2026

Second quarter S&P 500 earnings are tracking exceptionally strong growth of nearly 37% year over year, driven in large part by technology companies and higher valuations of privately held AI-related investments, with EPS growth still a robust 24% excluding Alphabet. Analysts have also raised forward...

Address

31731 Northwestern Highway
Farmington Hills, MI
48334

Website

https://northcoastwm.com/

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