Mark McCarron, CFP®, Enrolled Agent

Partner at Arrowroot Family Office
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Contact Information
us****@****om
(386) 825-5501
Location
Charlottesville, Virginia, United States, US

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Credentials

  • Enrolled Agent (EA)
    Internal Revenue Service
    Mar, 2022
    - Nov, 2024
  • CFP®
    CFP Board
    Jul, 2017
    - Nov, 2024
  • Series 63
    FINRA
  • Series 7
    FINRA

Experience

  • Arrowroot Family Office
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Partner
      • Jan 2021 - Present

  • Bond Wealth Management, LLC
    • Charlottesville, Virginia Area
    • Principal
      • Aug 2017 - Jan 2021

      Financial planning and investment management firm based in Charlottesville, Virginia. Financial planning and investment management firm based in Charlottesville, Virginia.

  • Wunderlich Securities
    • Greater New York City Area
    • Credit Trading
      • 2014 - 2015

  • ICE
    • United States
    • Financial Services
    • 700 & Above Employee
    • Credit Trading
      • 2011 - 2014

  • Phoenix Partners Group
    • Greater New York City Area
    • Credit Trading
      • 2007 - 2011

  • Knightsbridge Solutions
    • Database Programmer - Ab Initio, Informatica, SQL
      • 2005 - 2007

Education

  • University of Virginia
    BS, Systems Engineering
    2001 - 2005

Community

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