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.

06/03/2026

Equity markets are rallying on strong AI-driven earnings and a resilient macro environment, but elevated valuations, persistent inflation, and geopolitical risks raise concerns about overly optimistic expectations. While AI remains a powerful growth driver—especially within technology—future mar...

06/02/2026

LPL's Weekly Market Performance for the week of May 25, 2026, highlights high-profile market drivers, commodity market moves, and economic data.

06/01/2026

This week’s Weekly Market Commentary discusses the shifting leadership within commodity markets and highlights agriculture as an emerging area of opportunity after years of volatility across sectors. It explores how supply constraints, geopolitics, and historical cycles are shaping the outlook for...

05/31/2026

AI-driven bond issuance by hyperscalers is reshaping IG credit, boosting supply and duration risk, and providing opportunities for income-focused investors.

05/30/2026

LPL Research reveals why portfolio manager mistakes often seem smart in real time, and how subtle shifts in process, incentives, and risk can lead to avoidable underperformance.

05/28/2026

S&P 500 first-quarter EPS growth is holding at a strong 27% year over year, largely driven by the “Magnificent Seven,” whose earnings surged 57% and contributed over half of total growth. Broad upside surprises averaging 18.3% and a rising earnings outlook, fueled by heavy AI investment, highlig...

05/27/2026

LPL Research compares stock market performance during the AI era to the dotcom period in the late 1990s.

05/26/2026

S&P 500 earnings are showing strong momentum, with first-quarter EPS growth tracking near 28%, driven heavily by the Magnificent Seven and notable upside surprises across multiple sectors. Rising forward earnings estimates, fueled by strength in commodities and AI-driven technology, highlight contin...

05/25/2026

U.S. equities rebounded sharply in April, with the S&P 500 posting its best month since 2020 as easing geopolitical tensions, strong first-quarter earnings, and continued enthusiasm around artificial intelligence fueled gains. While bonds reflected lingering uncertainty from inflation and oil prices...

05/24/2026

LPL Research’s Marc Zabicki analyzes the Iran Conflict as it approaches its 90-day mark, examining U.S. military, economic, and diplomatic strategy. In addition, Marc also provides commentary on recent equity performance and how investors could look at the current market.

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