Mark P. McConnell, CFP®, CPWA®
Partner, Managing Director
Mark P. McConnell is a Partner and Managing Director for Johnson Financial Group. Mark is responsible for establishing and running the firm’s Washington, D.C. office.
Mark joins Johnson Financial Group after originating and leading the Family Office Strategies capability for Stand Together, a network of nonprofit organizations founded by Charles Koch. As Stand Together’s Vice President of Family Office Strategies, Mark engaged with and coordinated complex planning solutions for some of the nation’s most successful entrepreneurs, their families, and family offices. Mark previously served for 11 years as Vice President at Morgan Stanley Private Wealth Management, advising high-net worth families, business owners, foundations, and endowments.
Mark graduated cum laude with a Bachelor of Business Administration in Finance from James Madison University. Mark has earned the Certified Financial Planner™ (CFP®) designation as well as the Certified Private Wealth Advisor (CPWA®) designation from the Investments and Wealth Institute at the Booth School of Business at the University of Chicago. He is a member of The Ultra-High Net Worth Institute and the Investments & Wealth Institute. Mark is a native of the Washington, D.C. area and lives there with his wife and two daughters. He enjoys golfing, skiing, and traveling.