Mark Stack, CPA

Mark is a licensed financial professional holding both Series 7 and Series 66 registrations, bringing a well-rounded, securities-informed perspective to his work with manufacturers and growing businesses. He combines this investment and advisory expertise with deep experience in complex tax matters, with a strong focus on state and local tax planning. Mark helps organizations navigate multi-state tax requirements, operational expansion, and evolving regulatory challenges, while his broader financial advisory background allows him to view these issues within the larger context of a client's financial strategy. His experience also extends to international tax planning and transaction-related matters, giving him a comprehensive vantage point for businesses managing increasingly complex tax and financial obligations.

Education

St. John Fisher University, Master of Business Administration, Accounting

St. John Fisher University, Bachelor of Science, Accounting

Community

Dog Ears Bookstore and Cafe, former Treasurer

Professional

American Institute of Certified Public Accountants

NYCPA – The New York State Society of CPAs

Series 7 – General Securities Representative Qualification Examination

Series 66 – Uniform Combined State Law Examination

Non-producing registered representative of Cetera Wealth Services, LLC.