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Mark Baillie

Vice President


Mr. Baillie has an extensive career in banking and financial services ranging from the Banque Nationale de Paris in retail banking services to Barclays Bank as a corporate research analyst to a former position as a corporate lender for Société Générale.


For the last 20 years he has expanded his financial expertise by creating his own financial services company involving various private partnerships. He is recognized within the financial services community for demonstrating creative technical skills that surpass industry standards toward making highly informed market assessments and his work is featured in Merrill Lynch Wealth Management client tele-presentations.


Mr. Baillie holds a Bachelors Degree in Business from the University of Southern California and a Masters Degree in Finance from Golden Gate University.

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Executive Staff

-  Jacque Sokolov MD

   Chairman, CEO and President

-  Kyle Walton

   Senior Vice President and COO

-  Mark Baillie

   Vice President

-  David Liff

   SSB Solutions Liaison

-  John Matuska

   Senior Vice President

Copyright 2011.  All Rights Reserved.