Mark Ledbetter

Background

About Mark Ledbetter

I’m a financial professional with a passion for investing, capital markets, and client service. Currently, I serve as an Analyst at Robertson Stephens, where I serve high/ultra high-net-worth individuals and families, delivering bespoke investment and planning strategies. My work includes cash flow modeling, asset allocation, tax and estate planning, and investment analysis; with the aim of optimizing after-tax outcomes and long-term portfolio success. Previously, I was at New York Life, where I delivered investment and retirement planning solutions focused on income generation, longevity risk, and tax-sensitivity. I bring an analytical mindset, a client-first philosophy, and a genuine enthusiasm for market dynamics to every engagement. Whether navigating macroeconomic shifts or rebalancing portfolios, I’m energized by the complexity and potential of capital markets. Earlier in my career, I held leadership roles in nonprofit and community organizations, where I developed programs, secured funding, and led diverse teams. All of which strengthened my communication, management, and mission-driven focus. I earned my B.A. in Sociology with honors from UC Santa Cruz, where I also competed on the NCAA Men’s Swimming & Diving Team. I’m always eager to connect with others who are passionate about investing, wealth strategies, and delivering meaningful value to clients.