Mark Siler

CFA, AIF

Mark has worked in the financial services field since 2003. He is primarily responsible for financial plan development, investment analysis and portfolio development. David Ianni and Mark lead the Individual Services group. Mark pioneered the Retirement Income Optimization process highlighted on our services pages.

After graduating from the Rochester Institute of Technology with a degree in Computer Science, he worked in the engineering field. Mark began an income tax preparation business before joining AXA Advisors in 2003 and Beltz Ianni & Associates in 2007.

Mark holds the Chartered Financial Analyst®(CFA) and the Accredited Investment Fiduciary® AIF®) professional designations and is a member of the Rochester Society of Security Analysts. He also completed the Retirement Planning Certificate program at the Wharton School, University of Pennsylvania. He volunteers on the finance committee for the Dennis Morga Memorial Foundation and consults with new business owners as part of SCORE.

Mark S. Siler is a Registered Representative offering securities and investment advisory services through Cadaret, Grant & Co., Inc. (One Lincoln Center, Syracuse, NY 13202 315.471.2191) member FINRA/SIPC. Beltz Ianni & Associates and Cadaret, Grant are separate entities.

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