Mark Pniak
Senior Director, Wealth Management
Mark’s passion is helping people optimize their financial lives, which allows them freedom to use their greatest asset, time, to benefit their family and community.
Mark is a highly motivated and detail-oriented wealth management professional with expertise in financial planning, portfolio management, tax strategies, and generational wealth transfer. As a Senior Director of Wealth Management at Choreo, he works closely with ultra-high-net-worth individuals, families, businesses, and foundations to develop tailored financial strategies that align with their unique goals.
Passionate about helping clients optimize their financial lives, Mark believes that financial clarity provides the freedom to focus on what matters most - family, community, and personal fulfillment. He has a deep understanding of complex estate, tax, and investment planning and takes a hands-on approach to designing and implementing strategies that provide longterm confidence and peace of mind. His commitment to excellence, integrity, and building authentic relationships allows him to guide clients through financial decision-making with clarity and purpose.
Before joining Choreo, Mark held leadership roles in wealth management at RSM US LLP and other financial institutions, gaining experience in trading, portfolio management, and financial planning. His background in both institutional and personal wealth management gives him a well-rounded perspective when advising clients on how to navigate evolving financial landscapes.
Outside of work, Mark enjoys traveling, golfing, and building relationships with people from diverse backgrounds and experiences. He cherishes time spent with his family, embracing the same values of financial security and meaningful living that he encourages in his clients.
PROFESSIONAL AFFILIATIONS & DESIGNATIONS
- Certified Financial Planner
- Accredited Estate Planner
EDUCATION
- B.B.A., Finance, University of Iowa
