Mark Wittleder, CFP®, CWS®, MBA in

Mark Wittleder, CFP®, CWS®, MBA

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Wealth Advisor at Corient (Formerly Windsor Wealth Management) at Corient
📍 Fishers, Indiana, United States

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Experience
20 Years
Current Role
Wealth Advisor at Corient (Formerly Windsor Wealth Management)
Location
Fishers, Indiana, United States
Personality Overview

How Mark shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Mark cares about

Strategic Priorities
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Career

Work history

10-2023
Wealth Advisor at Corient (Formerly Windsor Wealth Management)
Corient
4-2023 - 10-2023
Senior Wealth Advisor
Windsor Wealth Management
9-2014 - 4-2023
Sr Manager, Wealth Advisor
Charles Schwab
1-2014 - 9-2014
Investment Consultant
Charles Schwab
3-2011 - 12-2013
Associate Portfolio Consultant
Charles Schwab
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2013 - 2018
Master of Business Administration - MBA
Butler University - Lacy School of Business
2001 - 2005
Bachelor of Science (B.S.)
Indiana Wesleyan University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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