Mark Campisano, MBA, CFP
Family Office Services Director
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Role
Family Office Services Director
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Service
Wealth & Estate Planning, Risk Management
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Industry
Professional Services
Contact
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Louisville, KY
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Direct Line: 502.566.1028
Professional Experience
Mark has more than 25 years of experience providing family office services to families with complex wealth. Prior to 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
Community Involvement
- Felix Martin Jr. Foundation, Vice Chair
- Community Foundation of Louisville, Advisor, Impact Capital Committee
Education
Master of Business Administration, 2004, Bellarmine University, Louisville, KY
Associate of Applied Science/Business Administration, 1983, Bellarmine University, Louisville, KY