UBS Financial Services
47yrs
Top 1% by experience in Atlanta
8yrs
Mark Spatt has worked in the financial industry for 8 years and is a financial advisor based in Atlanta, Georgia. Mark has been with Cornerstone Investment Partners since 2018. Mark holds the CFA designation.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office3438 Peachtree Rd. NE. Suite 900, Atlanta, GA 30326
How the firm is paid ?Percent of assets, Performance fee, Other
Typical client at the firm ?$1.15 million
Advisors at the firm7
States licensed ?1 state
Services through Cornerstone Investment Partners
Investment management for individuals and small businessesInvestment management for businesses and institutionsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2018 – nowCornerstone Investment Partners, LLCCurrent firm
Contact Mark
(404) 751-3900Cornerstone Investment Partners main office 3438 Peachtree Rd. NE. Suite 900Atlanta, GA 30326Office · Get directions Firm websiteHTTP://WWW.CORNERSTONE-IP.COM
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Cornerstone Investment Partners at (404) 751-3900 and ask for Mark Spatt. Mark works from the Atlanta, GA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Mark hold?
No exams are listed on the official record.
Is Mark a fiduciary?
Mark is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Mark paid?
Cornerstone Investment Partners reports being paid by a percentage of the assets they manage, a share of investment gains, other fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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