CONTACT

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Mark Avers

Vice President of Business Development
Central
720-583-8836

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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.

Mark Avers

Vice President of Business Development
Central
720-583-8836

Schedule an Appointment

Email

Connect on LinkedIn

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

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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.

Kari Marquez

Regional Vice President
East
720-452-5653

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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.

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Media


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 Contact info for press inquiries:

Devon Savage
Account Supervisor
FiComm Partners
(857) 770-1308

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Who we are:

Equity Advisor Solutions provides innovative custody, technology and back office solutions for advisors. We help advisors streamline their practice and create efficiencies through a powerful tailored technology suite. Unlike our competitors, we manage ALL assets on ONE custodial platform, consolidating systems and reducing technology expenses. By taking care of the heavy lifting, our advisors are able to optimize their firm’s growth, competing with billion dollar advisors at a fraction of the cost.

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