Mark Campisano, MBA, CFP®

Professional Experience

Mark has more than 25 years of experience providing family office services to families with complex wealth. Before joining Dean Dorton, Mark was co-founder of a local family office where he served as the Managing Director. Mark has spent much of his time advising families on estate planning, providing strategic risk management support to clients in both personal and entity administration, and providing support with real estate and human resource matters.

Mark has extensive knowledge in the areas of estate planning, gifting, philanthropy, business administration, insurance, and employee relations.

Professional Activities

• Financial Planning Association, Member
• University of Louisville Family Business Center, Professional Advisor Member
  • Co Facilitator of CEO Roundtable
• Member of Estate Planning Council of Metro Louisville Inc.

Certifications

• Certified Financial Planner®

Community Involvement

• Felix Martin Jr. Foundation, Board Chair
• Community Foundation of Louisville, Advisor, Invest Louisville Committee

Education

• Master of Business Administration, Bellarmine University, Louisville, KY
• Associate of Applied Science/Business Administration, Bellarmine University, Louisville, KY

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