Our Founder and Chief Executive Officer, Mark Cernese, has been providing financial advice to families and businesses throughout the Greater Lehigh Valley for many years. An avid reader with an insatiable thirst for knowledge, Mark prides himself on staying abreast of the latest economic and financial developments affecting the global economy and, ultimately, client portfolios.
Prior to founding Mark Cernese & Associates, Mark was the Portfolio Manager and Chief Operating Officer at ATA Financial Group, a public accounting and investment firm. Before that he was the President of MAC Investment Company, LLC., a residential and commercial mortgage company.
Mark earned a Master of Science in International Banking & Finance from the University of Salford and a graduate certification in Corporate Financial Analysis from University of Melbourne. Mark has the Series 7 and Series 66 investment licenses.
Mark is also the Chief Executive Officer of TWG Security, a two-time Inc. 5000 recipient and leading provider of security technology solutions located in Emmaus Pennsylvania.
Mark is the recipient of numerous awards, including:
Mark lives in Macungie, PA with his wife and three children. In his spare time he enjoys reading, exercising, and playing guitar.
Mark Cernese (standing) with his wife, Jessica and their three children; Mark, Marlo, & Mia.
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Mark Cernese & Associates is a Registered Investment Advisor in the state of Pennsylvania. Investment advisory & consulting services are offered only after appropriate disclosures have been given. Past performance is NOT indicative of future results. Investments may lose value. A copy of our Form ADV Part II will be emailed on request.