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.

07/16/2026

LPL’s Chief Economist, Dr. Jeffrey Roach shares actionable insights on the global economy, underlying trends in the job market, and what the data tell us about the direction for inflation.

07/15/2026

LPL Research’s Midyear Outlook 2026: Policy, Buildouts, & Bottlenecks examines how policy decisions, corporate earnings, AI-driven growth, and global economic trends are shaping markets and investment opportunities in the second half of 2026. The report remains constructive on U.S. equities while ...

07/14/2026

LPL Research discusses how the next phase of AI may be defined by ex*****on, productivity gains, and profits, not by spending.

07/13/2026

Will Thompson, Founder and Managing Partner of Massif Capital, joins the LPL Market Signals podcast to discuss the evolving dynamics across the broader commodities landscape.

07/12/2026

LPL Research highlights tactical asset allocation strategies for July 2026, including U.S. equity preferences, bond opportunities, and AI themes.

07/11/2026

Navigate markets with LPL Research’s 2026 Midyear Outlook, with insights on stocks, bonds, the economy, and more. Explore what to expect over the second half of 2026.

07/10/2026

In this special edition of Market Signals, LPL strategists share highlights from LPL Research’s Midyear Outlook 2026 publication released on July 7. They share key themes for stocks, bonds, and the economy that LPL Research believes will be determining factors of second half returns.

07/09/2026

LPL Research’s Midyear Outlook 2026 highlights a resilient U.S. economy and continued market strength despite challenges from geopolitical tensions, elevated inflation, a new Federal Reserve chair, and rapid AI-driven transformation. The outlook remains cautiously optimistic for stocks, while emph...

07/08/2026

The first half of 2026 was marked by significant market challenges, including a leadership change at the Federal Reserve, geopolitical tensions in the Middle East, and a surge in technology spending, yet stocks, economic growth, and corporate earnings remained remarkably resilient. Looking ahead, LP...

07/07/2026

LPL's Weekly Market Performance for the week of June 29, 2026, highlights quarterly performance, rotation dynamics, and high- profile economic data.

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