Mark Aitchison is a managing director with Baker Tilly Capital, the wholly-owned FINRA broker-dealer subsidiary of Baker Tilly and a member of the firm’s real estate advisory services team. Mark is a seasoned tax professional providing financial solutions to investors and private equity firms, with a specialization in opportunity zones. Mark has more than 20 years of experience. During his career, he has distributed more than 50 financial offerings supporting advisors, registered investment advisors (RIAs) and family offices. Prior to joining Baker Tilly in 2019, Mark held multiple vice president of sales positions for financial services companies.
- Oversees the structuring and placement of opportunity zone investments through RIAs, family offices and to accredited investors
- Generated nationwide sales for tax related financial products
- Built cross-functional teams and provided support to financial advisors and their clients, creating conditions conducive to tremendous growth in revenue
- Served in the U.S. Army for six years
State of Minnesota
- Multi-line Insurance License
- Multi-line Insurance Adjuster
FINRA
- Series 7, 6, 63, and 24
Location
Minnesota
Education
University of St. Thomas (St. Paul, Minnesota)