Mark Lebovitz, CFA

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.

06/16/2026

Dr. Jeffrey Roach, Chief Economist for LPL Financial analyzes central banks’ continued shift towards gold, recent developments regarding C&I loans, and the nuances of consumer buying patterns.

06/15/2026

LPL Research examines the technical setup supporting the rally in stocks, the catalysts driving momentum, and whether the current pace of gains is sustainable.

06/14/2026

LPL Research reviews SpaceX, covering what the company does, what it intends to do, and our key takeaways from the S-1.

06/13/2026

LPL Research discusses how oil markets are interpreting a potential U.S.-Iran deal, and the near-term path for oil markets and supplies.

06/12/2026

The 2026 World Cup shifts from concentrated spending to a more diversified economic model, with impacts spread across regions, industries, and cities.

06/11/2026

LPL's Weekly Market Performance for the week of May 11, 2026, highlights record market highs despite higher oil prices, rising Treasury yields, and elevated inflation.

06/10/2026

LPL Research summarizes the current positioning of the managed futures industry.

06/09/2026

LPL Research discusses three factors other than past performance that can be used to assess actively managed funds and explains why they may be useful.

06/08/2026

This week’s Weekly Market Commentary discusses how Middle East tensions have dominated markets since late February, with ongoing uncertainty offset by diplomatic progress that has supported equities while risks remain reflected in fixed income and commodities. It also highlights that the U.S. econ...

06/07/2026

LPL's Weekly Market Performance for the week of June 1, 2026, highlights geopolitical tensions, AI earnings, and economic data that rippled across markets.

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31731 Northwestern Highway
Farmington Hills, MI
48334

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