Meet
The Founder
Custom by Design, Exclusive by Intent
Your Personal CIO
Beyond the Business Model
I created VESTERA WEALTH as a distinct alternative to the wealth management model that rewards perpetual consolidation, rigid standardization, and rotating points of contact. Our goal is to ensure your strategy is never lost in the machinery of a system-driven organization.
Mark Stevens, CFA ®, CFP®
President / Founder
With over 30 years of experience in the financial services industry, Mark Stevens founded our firm to provide comprehensive wealth management and strategic investment guidance. Mark’s career is rooted in institutional-grade investment management, having served for 25 years as the Chief Investment Officer for American Trust and Heartland Financial USA. In these roles, he was responsible for overseeing sophisticated investment platforms and proprietary strategies for diverse client bases.
Mark also served as President and Director of ATCapital Management, a Registered Investment Advisor, and as Director of Wealth Management for Heartland Financial USA. Throughout his three-decade career, Mark has focused on designing tactical investment portfolios across various asset classes, including fixed income and individual equities.
His approach integrates disciplined investment management with comprehensive wealth planning to address the multi-faceted needs of affluent individuals and professionals. By combining "all-weather" portfolio construction with strategic planning for taxes, retirement, and estate goals, Mark aims to provide clients with a clear roadmap as they navigate complex financial transitions and pursue their long-term objectives.
Education
Bachelor's Degree in Finance, Iowa State University
Chartered Financial Analyst (CFA®)
Certified Financial Planner (CFP®)
Your Personal CIO
Let’s work together to ensure that your next phase in life is as rewarding as the career that built it.
Book a Discovery Call with Mark Today