CONTACT
Schedule an appointment with the Sales Team.
Select your region:
Kari Marquez
Regional Vice President
West
720-452-5653
Kari has been in the financial services industry since 2007, exclusively serving Independent Registered Investment Advisors, Broker Dealers and breakaway advisors while at E*Trade Advisors. Having served as a relationship manager early in her career, Kari understands the unique needs and challenges advisors have. Her personal and consultative approach creates a tailored solution that leverages technology to make firms more efficient and scalable. Kari holds a bachelor’s degree in Business Management from Colorado State University – Global Campus. She and her family reside in Denver metro area.
Mark Avers
Vice President of Business Development
Central
720-583-8836
Mark is a senior level sales executive with over 30 years’ experience in the financial services industry. He has extensive experience working with registered investment advisors, brokers, and various financial institutions. Prior to joining the Equity management team, Mark served as the Vice President of National Sales at Shareholders Service Group where he directed all sales efforts to financial advisors. He has also held several other positions throughout his career including head of sales for the Advisor Services Division of Fiserv Investment Support Services, Director of Sales at Alternative Investment Partners, and Senior Vice President of National Sales for TD Waterhouse Institutional Services. Mark holds a Bachelor’s degree in Finance and a minor in Economics from Western New England College.
John Browning
Regional Vice President
Mid-East
720-583-8837
John started his career as an independent financial advisor with Edward Jones. Throughout his career he has worked directly with other financial advisors to find solutions for their practice. Most recently John focused on consulting with RIA and Hybrid Advisors to implement retirement plans for their small business clients. Now as part of the Equity team, John consults with advisors to help them create a more efficient practice from a custody and technology perspective. John holds a Bachelor’s degree in Public Financial Management and a Minor in Entrepreneurship and Small Business Management from Indiana University, and now resides in Denver, CO with his wife.
Jason Ainsworth
Regional Vice President
East
720-583-8826
Jason has over 20 years of industry experience and has spent much of that time consulting to advisors and RIA firms in the areas of investment management, fee-based advisory, and practice management. He has spent time with LPL and more recently with a start-up firm in the software & custody solutions space. Jason is adept at forging solid partnerships with advisors and helping them create efficient technology solutions. Jason has a Bachelor’s degree from Bowling Green State University and resides in Ohio with his wife and teenage son.
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Media
If you are a journalist looking for a quote, an expert interview, a story idea or seeking background information on the industry, we are happy to assist.
Contact info for press inquiries:
Devon Savage
Account Supervisor
FiComm Partners
(857) 770-1308
[email protected]