

Mark Bates joined Vista in 2013 with over eight years of financial services experience.
Prior to joining Vista, he spent five years at a boutique multi-family office working with ultra-affluent families and individuals.
Mark works with clients in all of the Vista offices, but spends the majority of his time in our San Francisco office.
Mark graduated Cum Laude in Economics from the University of St. Thomas, in St. Paul, Minnesota. He enjoys road cycling and kiteboarding. Mark is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor® professional.
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