Mark L. Pulaski, CPA, CGMA®, MSFS, CFP®

Chief Strategy and Development Officer

When it comes to business planning, Mark’s approach is personal and hands-on.

He gets to know you, he gets to know your business, and he gets to know your people. Basically, his goal is to get to know your organization almost as well as you do; so he can help you change it from the inside out so that it can endure.

We admit this approach might not be for everyone. But Mark believes that getting key employees to participate in the process not only provides valuable perspectives and input, but it also creates energy that can be harnessed to drive execution.

Mark's Best Cornerstone Story
I have many great stories involving our clients, but I feel the most sense of accomplishment when I look back over several years of planning for a client, and our plan has not only worked, but exceeded everyone's expectations.
We take on some of the most complex challenges that families and companies can face. Our team is told repeatedly that we have helped accomplish things that our clients thought impossible. Bringing different points of view together and getting everyone to "row together" is often our first mission.
Many of our clients believe, at first, that they have planned well for their future. We have been able to consistently show that even in cases where families think they are ready for what the future holds, Cornerstone brings significant value helping them plot their course to enduring through generational change.
No other firm brings such a robust set of overlapping expertise – complex insurance, trusts, wealth and tax planning, and the legal guidance that goes with it all. The power of Cornerstone is this multi-disciplinary approach to building a company's future success.

 

Mark is also both a Kolbe and a Caliper Certified Consultant, skills which enable him to help you to know and get the most out of each person in your organization. The Kolbe process has turned the old adage “trust your instincts” into cutting edge workplace strategy. As to Caliper, a single Caliper Profile can help Mark help you select top talent, predict future performance, coach leaders, and create an ideal environment for high performing teams to flourish with precision and confidence!

Since joining the firm in 2001, Mark has focused on business and estate planning for family-owned businesses. His business planning work includes strategic business planning and organizational development, and extensive work in Human Capital Development.

Mark is a graduate of Bucknell University and holds a MSFS (Masters of Science in Financial Services) degree from American College. In addition to numerous continuing education courses, he has completed several executive programs at Stanford University.

Prior to joining Cornerstone Advisors in 2001, Mark held several executive positions over a 17-year career in banking including: Treasurer and Chief Financial Officer, Chief Operating Officer, and President of Wealth Management. Before his time with the banking industry, he worked for 8 years as an accountant and consultant for several national public accounting firms.

Outside of work, Mark remains active in several community activities including a Hospice Foundation Board and Investment Committee. In his spare time, Mark enjoys reading, traveling, and spending time with the grandkids!