Mark Maroldo, Private Wealth Manager at Bash Capital

Mark Maroldo

Private Wealth Manager

About

Mark Maroldo’s most important attribute to BASH Capital is to work from the ground up.  He takes the time to first learn about the client’s budget and cashflow to build out a monthly investment plan to help pursue the client’s goals.  Mark takes the time to work through education and communication to create a team approach with the clients.

“The most important approach for my clients is to start with a budget; followed by establishing an emergency fund.  Then and only then, do we determine what goals to fund.  Education, communication, and teamwork are what my practice is built on.”

Mark graduated from Virgina Tech with a degree in Finance.  He has grown his business over 21 years working with many school districts in New Jersey, Pennsylvania, and Delaware with financial planning and insurance.

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Team

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Matthew Bagell, CPA

Chief financial officer, partner

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Scott A. Shaw, CFA®CFP®

Chief Investment Officer, Partner

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David Dieal, CFP®

Private Wealth Manager

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Jessica Ryan

Executive Assistant

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