Mark Kravietz, CIMA®, CFP®, CEPA®
Managing Partner, Founder
Mark Kravietz is the Managing Partner and Founder of ALINE Wealth. Mark offers financial solutions with a decidedly human touch. He brings a consummate investment acumen to the full range of clients’ challenges, supplemented by considerable insight in exit strategy. His knowledge of financial, investment and exit planning has helped clients through difficult economic and market cycles. “I help clients every step of the way in their success,” he says, “from building it to sharing it with their loved ones when that time comes.”
Mark holds the Certified Financial Planner (CFP®) designation, as well as the Certified Investment Management Analyst (CIMA®) designation from the Wharton School of Business. He specializes in exit planning and achieved the prestigious accreditation of Certified Exit Planning Advisor (CEPA®) from the University of Chicago’s Booth Business School. He is a founding member and President of the New York Chapter of the Exit Planning Institute (EPI). Mark has been recognized for efforts in exit planning—he was received EPI’s 2016 Leader of the Year award at the Exit Planning Institute’s International Conference and was honored in 2014 with the Excellence in Planning and Volunteer of the Year Award.
Mark was named among the top 31 wealth advisors in New York state in both 2019 and 2020 by Forbes Magazine. He has been the subject of articles in a variety of publications and has made radio appearances. Mark also has a podcast about how to successfully exit your business called “Find Your Exit.”
Mark has been on the National Investment Committee for the American Heart Association. He is a founding board member of the LI Alliance of Mergers & Acquisitions Advisors (AM&AA), a member of the Investment Management Consultants Association (IMCA) and a member of the New York State Society of CPAs. Mark is a founding member of Registered Player Financial Advisors of the National Football League Players Association (NFLPA).
In addition to being a loyal husband and father, Mark believes in giving back to the community. He is currently a board member for the Long Island American Heart Association and is a former member of the Board of Trustees for Portledge School, as well as a fundraiser for the National Breast and Prostate Cancer Research Association, Make-A-Wish Foundation, and the Ronald McDonald House.
Direct: (631) 760-7636