"Mark's expertise, coupled with his over two decades of experience as an investment portfolio manager and investment banker, made him a compelling candidate to add to our team of advisors"
"Mark's expertise, coupled with his over two decades of experience as an investment portfolio manager and investment banker, made him a compelling candidate to add to our team of advisors," said Todd Morgan, senior managing director of Bel Air Investment Advisors. "Mark's corporate investment and valuation knowledge and his keen understanding of complex transactions involving high net worth families and individuals, will add a wealth of talent to Bel Air's leadership capacity and planned growth."
"Since its founding, Bel Air has been the recognized leader in the wealth management sector and is known for its superior client-centric focus," said Mark Tunney. "I look forward to working with Bel Air's senior leaders and professionals given the firm's reputation as the premier wealth management advisor in the industry."
Prior to joining Bel Air, Mark founded and was the managing partner of Lionshead Capital Management, LLC, an investment firm which made direct structured equity and debt investments into publicly-traded small and mid-cap companies. Before founding Lionshead, Mark held the position of senior vice president at Tucker Anthony Sutro, where he originated and structured over $1.7 billion of publicly-offered and privately-placed transactions. Prior to that, he worked at Morgan Stanley in New York.
Mark holds an M.B.A. from the UCLA Anderson School of Management and a B.A. from UCLA. He served on the board of the Ahmanson/UCLA Adult Congenital Heart Disease Center and is an active supporter of Children International, Westside School of Ballet, and UCLA.