Mark Renz, CFA®Chief Investment Officer

Education & Accreditation

Chartered Financial Analyst

M.B.A., University of North Florida

B.S., University of Miami

 

Biography

Mark Renz has spent over two decades in the financial services industry, but he’s never found any place like Socius. He has served as an investment adviser to high-net-worth families since 2001, when he started a single family office as CIO. Inspired by the firm’s mission, independence, and objective approach, Mark joined Socius in 2014.

Here, he savors the ability to be upfront and frank with clients, helping them avoid the pitfalls and sales-driven investments pushed by large wirehouses. As the author of Socius’s Transparency Audit process, he allows new clients to see the true costs and hidden fees of their investments. Mark advises clients on every aspect of their finances, while also researching investment opportunities for the firm’s clientele at large. Raised in Lido Beach, New York, he now lives in Tequesta, Florida with his wife, two sons, and two Rhodesian Ridgeback dogs. In his free time, Mark enjoy spending time with his family, golfing with friends, and cheering on the Miami Dolphins, Miami Heat, and University of Miami Hurricanes.

 

What inspired you to join Socius?

The firm’s mission and vision for serving clients, the talented individuals on the team, and the culture of the firm. In the private wealth management industry, it’s really hard for clients to differentiate between firms. We’re really passionate about creating a better client experience and achieving better outcomes for clients; not just marketing and sales.

What do you love most about being here at Socius?

It’s really our independence and culture. We have the freedom to speak the truth, advising clients on what’s best for them without the pressure or influence of proprietary product sales.

What’s the most gratifying part of your job?

Beating the big investment banks, changing the industry, and changing the conversation. Doing well and doing good aren’t mutually exclusive: we’re building an incredibly successful advisory firm based on doing the right thing for our clients.

What are your favorite moments with clients?

When they become our best advocates—it’s like they’re returning the favor. When they’re so happy with our work—and the way we work, our mission—that we start hearing from new people they’ve recommended us to.

What book changed the way you think?

The Power of Positive Thinking by Norman Vincent Peale. It was the first book I ever read on the impact that our psychology plays in our life. It sparked my curiosity about the psychology of winning and the impact an individual’s psychology plays in sports, business and life.