Diversified Wealth Management Solutions, LLC
As the Chief Investment Officer, Mark Alcorn focuses on leading the wealth management efforts for Pacific Capital Strategies. After graduating from the University of California, Santa Barbara with a degree in Mathematics and Economics, he returned to his roots in the Central Valley to begin his career in Investment Management. Mark began his career in 2004 with Morgan Stanley where he earned multiple awards for his success as a young advisor. Throughout his career, he has obtained a vast array of experience. His career path has provided opportunities to grow with multiple organizations. He has served as an area investment advisor with Citigroup, where his responsibilities included coverage of several bank branches in the Central Valley. He served as the Producing Managing Principal for the Fresno Office of Waddell & Reed. As part of the leadership team he was instrumental in contributing to the overall success of the large publicly traded company. In May of 2014, he formed Diversified Wealth Management Solutions, LLC, a California Registered Investment Advisory Firm. As the Founding Member and President of Diversified he focused on delivering customized and comprehensive wealth management solutions to his clients. In August 2016, Diversified Wealth Management Solutions and Pacific Capital Strategies merged their businesses. Mark assumed the role of Partner and Chief Investment Officer of the firm.
Mark believes strongly in continually educating himself and staying involved. He successfully obtained his Certified Financial Planner™ designation in 2007. He went on to enroll in the CFA Institute’s, Chartered Financial Analyst program in 2009 and successfully passed the level I examination in 2010. In 2013, he was nominated, selected, and awarded with membership to the Business Street 40-under-40 class for Central California. He has served on numerous non-profit committees and is a past board member of the Make-A-Wish Foundation. Mark is currently a member of the Tulare-Kings Counties Estate Planning Council.
In his leisure, he enjoys spending time with family, playing sports, coaching his girls, and giving back to the community. Mark currently resides here in the Central Valley with his wife, Kim, of 12 years and their two daughters.
BA, Mathematics/Economics, University of California, Santa Barbara