Mark Renz

Managing Director

Mark Renz

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, Mark 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.

Mark earned his Bachelor of Science in Communication and Political Science from the University of Miami, and his Master in Business Administration from the University of North Florida. Additionally, Mark holds the Chartered Financial Analyst designation.