On March 12th, Centara Capital proudly added Mark V. Kenny, MBA, CFP®, CPA to its Advanced Estate Planning team as the Senior Director of Advanced Planning. Mr. Kenny holds both a Bachelor of Science and a Master of Business Administration in Finance. In addition, Mark is a Certified Public Account and a Certified Financial Planner™ Professional (CFP®).  He has over twenty-five years of experience in the financial services industry, including tax and estate planning, retirement planning, business succession planning, and providing investment advisory services to business owners, professionals, and corporate executives. Prior to joining Centara Capital, Mark held the positions of Vice President of Financial Planning, Senior Vice President, and Managing Director with wealth management firms and a regional bank.  Each opportunity added breadth and depth to his expertise in providing advanced planning and advisory services.

Mark will provide advanced case design support to Centara’s financial advisors and create comprehensive financial plans encompassing estate planning, investments, business continuity, and retirement planning.  What Mark enjoys most about this new position is the ability to provide creative solutions to complex tax and planning issues.

“Mark is going to be an extremely valuable asset in helping the firm design financial solutions for our clients,” says Eduardo Lombardi, CEO of Centara Capital. “What sets Centara apart from other financial service firms is our