Profil
Mr. Mark T.
Vicencio, CPA, is a Founder & President at Lowery Thomas LLC.
He is one of three founding partners of Lowery Thomas.
For more than 30 years, he has been an innovator in the financial services industry bringing tax and investment disciplines together at one firm.
Before Lowery Thomas, he gained his professional experience at two large local CPA firms in Oakland and San Francisco.
In 1996, he started his own CPA practice.
He graduated from the University of California, Santa Barbara with a BA in Business Economics in 1989 and is a Certified Public Account and Registered Investment Advisor.
Aktive Positionen von Mark Thomas Vicencio
Unternehmen | Position | Beginn |
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Lowery Thomas LLC
Lowery Thomas LLC Investment ManagersFinance Lowery Thomas LLC (LT) is an independent registered investment advisor headquartered in San Francisco, California. The firm was founded by Mark T. Vicencio and David “Dave” Lowery in 1999. LT offers investment advisory services to individuals, high net worth individuals, trusts, estates and corporations. | Gründer | 01.01.1999 |
Ausbildung von Mark Thomas Vicencio
University of California | Undergraduate Degree |
Erfahrungen
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Private Unternehmen | 1 |
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Lowery Thomas LLC
Lowery Thomas LLC Investment ManagersFinance Lowery Thomas LLC (LT) is an independent registered investment advisor headquartered in San Francisco, California. The firm was founded by Mark T. Vicencio and David “Dave” Lowery in 1999. LT offers investment advisory services to individuals, high net worth individuals, trusts, estates and corporations. | Finance |