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Mark K
Series 63, Series 66, Series 65
San Diego, CA
Mulholland & Kuperstock Asset Management, LLC
Mark Kuperstock is a financial advisor with Mulholland & Kuperstock Asset Management, LLC and MKAM ETF LLC, holding Series 63, 65, and 66 registrations and bringing 20 years of industry experience. He has worked at GSG Capital Advisors and has been a managing member and chief compliance officer at both firms. Mulholland & Kuperstock Asset Management provides discretionary asset management and advisory services to individuals, trusts, ERISA plan sponsors, and business entities. The firm builds individualized portfolios using a combination of fundamental, technical, quantitative, and sector analysis and offers plan-sponsor education and retirement plan service assistance.
Stephen M
CFP®, CFA®
San Diego, CA
Mulholland & Kuperstock Asset Management, LLC
Stephen Mulholland is a CFP® and CFA® with eight years of industry experience. He is a managing member and Chief Investment Officer at Mulholland & Kuperstock Asset Management, LLC, where he has worked since 2019, and also serves as Principal and Chief Investment Officer at MKAM ETF LLC. Prior to these roles, he worked at GSG Capital Advisors and Livian & Co. Mulholland & Kuperstock Asset Management, LLC provides individualized asset management and retirement-plan consulting to individuals, high-net-worth clients, trusts, ERISA plan sponsors, and small business entities. The firm employs a multi-disciplinary investment process combining fundamental, quantitative, technical, and sector analysis, managing portfolios on a discretionary basis with ongoing monitoring and periodic rebalancing.
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