Mark embarked on his financial advisory journey in 2008 when he joined King Capital Advisors. Catering to institutional investors, small business proprietors, and individuals/families, Mark’s expertise encompasses diverse clientele.

One of Mark’s expertise is Fixed Income Investing spanning US treasuries, CDs, US government agencies, investment-grade corporates, municipal bonds, mortgage-backed securities, and structured products.

Mark’s priority is cultivating lasting client relationships. His prowess lies in tailoring financial portfolios to align with clients’ unique goals. Collaborating with renowned asset managers, Mark offers comprehensive wealth management, from investments to retirement planning for individuals and families.

He extends expertise to small business owners’, retirement plans, and cash management. Witnessing portfolios flourish and client appreciation fuels Mark’s passion. “Exceeding expectations with integrity” is his motto.

In Houston, Texas, Mark resides with his wife and two children. He dedicates time to volunteer work, such as coaching youth sports, a Local Men’s Club, and being an SFA Alumni Association member. He is a supporter of the Rockets, Texans, and Astros.

Mark’s credentials include FINRA registrations 7, 63, 65, and Life/Health Insurance.

Mark Edelman received Cambridge’s award for the Signature Club. Please see award letter HERE.