MEET OUR TEAM

Founder & Managing Partner 

Wealth Manager

Andres has over two decades of experience advising entrepreneurs, families and organizations on a broad array of complex financial advisory matters. Prior to founding Legacy Wealth Investment Counsel, Andres served as a Managing Director and Senior Wealth Advisor with Baker Tilly, a leading global tax and advisory firm. As a Senior Advisor with the firm’s Private Wealth Practice, Andres led advisory efforts across the Orange County and Los Angeles markets and served on the firm's Financial Planning Committee, where he specialized in developing tax-efficient wealth strategies for high net-worth families and closely-held businesses. His work centered on delivering fully integrated wealth management solutions through a multi-family office approach, focusing on investment management, tax and estate planning, business succession, lending advisory and multigenerational wealth planning. During his tenure, the firm’s Wealth Management Group was recognized as one of Accounting Today’s “Billion-Dollar Wealth Magnets,” an honor awarded to the nation’s top CPA-affiliated wealth advisors with more than $1 billion in assets under management. Prior to joining Baker Tilly, Andres spent over a decade in senior advisory roles at several leading financial institutions, including Morgan Stanley and Charles Schwab. Prior to his career in wealth management, Andres spent several years in the investment banking industry with Madison Street Capital and Houlihan Smith, where he advised middle market businesses on debt and equity capital raises and mergers and acquisitions. Andres began his career as a Summer Analyst with Salomon Smith Barney in Chicago.   

Andres is a graduate of the Wealth Management Executive Program at the Yale School of Management and completed Postgraduate Studies in Finance and Economics at the University of Chicago. He holds an MBA in Finance and Strategic Management from the University of Illinois at Urbana-Champaign and Bachelor Degrees in Economics and Philosophy from Loyola University Chicago. He also earned a Certificate in Personal Financial Planning from UCLA. Andres attended the United States Naval Academy Prep School in Newport, Rhode Island, receiving a U.S. congressional nomination from the Honorable Ronald D. Coleman. Andres is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional with FINRA Series 7 and 66 securities licenses. He holds Life, Health, and Variable Annuity insurance licenses (CA #0I84082). Andres remains actively engaged with the University of Chicago Alumni Club of Los Angeles and the Gies Business Alumni Association, and previously served on the Alumni Advisory Board at Loyola University Chicago. He is also an active member of the Investments and Wealth Institute and the Newport Beach Chamber of Commerce. 

Fixed Income Strategist

Portfolio Manager 

 Based in Los Angeles, Mark brings over 25 years of experience in fixed income and portfolio strategy, with deep expertise in income-generating investments and tax-aware planning. He specializes in taxable and municipal fixed income strategies and provides guidance on the firm’s custom index solutions. In addition to his advisory role, Mark serves as an External Portfolio Manager with Townsquare Capital, where he collaborates with institutional fixed income managers nationwide to design customized portfolio solutions for high-net-worth families, family offices, and nonprofit organizations. Mark began his career at RNC Genter Capital Management, a Los Angeles-based SEC Registered Investment Advisor, where he spent 17 years serving as Vice President and Western Region Director in the Institutional Division. During his tenure at RNC Genter, he advised ultra-high-net-worth individuals and institutional clients on a broad range of fixed income strategies tailored to their income, liquidity, and risk management objectives.  

 Mark holds a Bachelor of Science in Biology from UCLA. Additionally, Mark holds FINRA Series 6, 65 and 63 Securities Licenses.

Chief Operations Officer

A co-founder of Portside Wealth Group, Will entered the financial services industry in 2013, gaining experience in front-office operations before becoming licensed and shifting to back-office RIA and broker/dealer operations. He has helped build and scale multiple businesses’ operations. Prior to that, Will served in the Army for 9 years.

Will holds a Bachelor Degree in International Relations from BYU. Additionally, Will is a FINRA Series 66 licensed financial professional, and also holds the PMP (Project Management Professional)® designation

Front Office Administrator 

Based in Orange County, Sarah provides front desk coverage and support for the firm's Newport Beach Headquarters.  She also serves as the Executive Suites Manager for the LFC Group of Companies.  

Sarah holds a Bachelor of Arts from American University in Washington DC.  She also studied Digital Marketing and Communications at the University of California at Davis.