Mark Lebovitz, CFA

Mark Lebovitz, CFA Wealth Advisor, Partner Mark graduated with honors from Michigan State University with a B.A. in material and logistics management and earned an M.B.A.

from Oakland University. In 2005, Mark earned the right to use the Chartered Financial Analyst designation. The CFA designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. Mark is a member of the CFA Institute and the CFA Society of Detroit. Mark has been in the financial

services industry since 1999 when he joined Munder Capital Management as an analyst. He developed into a senior portfolio manager with a large cap growth and multi cap growth style investment team. He has experience managing or working on several types of investment products including mutual funds, institutional accounts, a closed ended fund, a venture fund and a hedge fund. He has researched and invested in stocks, ETFs, private equity funds, IPOs, venture funds and more and has met with hundreds of public company management teams and Wall Street research analysts. Mark has been interviewed and quoted by several publications including The Wall Street Journal, Fortune Magazine, Reuters, Bloomberg News, MSN Money, Investor’s Business Daily, Smart Money Magazine, Business Week Online and The Street.com. Mark’s focus as a financial consultant is to create comprehensive financial plans specifically designed for each client. Every client has unique circumstances and goals that just don’t fit into a cookie cutter approach. Mark will listen to your financial need and goals and work with you to address them. Registrations Held:
FINRA series 07 and 66 held with LPL Financial

Registered for Securities in the following states:
AR, AZ, CA, CO, FL, GA, IL, IN, LA, MI, MO, NC, NY, OH, OR, SC, TN, TX, WA, and WI

Registered as IAR in the following states:
MI and TX

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. www.finra.com www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

06/25/2026

LPL Research’s Marc Zabicki explains how monitoring equity positioning data can help gauge investor sentiment, identify overbought or oversold markets, and guide tactical risk decisions.

06/24/2026

LPL Research discusses falling oil supports optimism, but persistent inflation keeps the Fed cautious — leaving markets caught between improving trends and policy risk.

06/23/2026

Municipal bonds often benefit from summer supply-demand shifts, as reinvestment flows and lighter issuance create a seasonal tailwind for prices and returns.

06/22/2026

This week’s Weekly Market Commentary discusses LPL Research’s analysis of Chair Kevin Warsh’s hawkish debut, marked by a focus on price stability, policy review task forces, and ongoing uncertainty around future rate hikes and inflation. It also highlights a shift toward “constructive ambigu...

06/21/2026

LPL's Weekly Market Performance for the week of June 15, 2026, highlights easing geopolitical tensions, monetary policy decisions, and bond market moves.

06/20/2026

This week’s Weekly Market Commentary discusses the reopening of the U.S. IPO market after a prolonged slowdown, driven by improved macro conditions, stronger risk appetite, and a pipeline of sizable private companies that could significantly influence equity indexes and AI-related market narrative...

06/19/2026

LPL Research observes shrinking Chinese oil imports, suggesting supply shifts that are contributing to softer global oil prices.

06/18/2026

Equities drove record ETF flows in May as risk-on momentum held, even as investors balanced growth, rates, and shifting macro signals.

06/17/2026

Stocks extended April’s gains with another strong month in May, driven by robust AI demand, strong corporate earnings, and easing geopolitical concerns, while core bonds posted modest gains amid mixed inflation signals and policy uncertainty. Looking ahead, markets are expected to see modest equit...

06/16/2026

Dr. Jeffrey Roach, Chief Economist for LPL Financial analyzes central banks’ continued shift towards gold, recent developments regarding C&I loans, and the nuances of consumer buying patterns.

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31731 Northwestern Highway
Farmington Hills, MI
48334

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