Mark Thompson, Founder

As a founding partner of Trellis Wealth Advisors, Mark Thompson shares equal responsibility for every aspect of running the business, working with clients, and managing portfolios.

Before founding Trellis Wealth Advisors, Mark was a Managing Director at Sterling Stamos. He headed the five-person Managed Account team responsible for constructing and monitoring customized, multi-asset class portfolios for the company’s largest individual clients, with assets totaling approximately $2 billion. His responsibilities included day-to-day communications with clients and their respective advisors concerning all investment, tax, and operational issues.

Prior to his role leading the Managed Account team, Mark worked as a Director in the firm conducting the due diligence and investment selection process for both the Real Assets and Endowment funds.

Before joining Sterling Stamos, Mark was an investment advisor with Changing Parameters, a money management firm in Menlo Park, where his responsibilities included investment model development and trading.

Before joining Changing Parameters, Mark began his investment career as a financial advisor with UBS.

Mark earned a BA degree in Economics from Stanford University.

“We decided we’d create a business that was not meant to make us rich, but would instead give our clients the greatest probability of achieving their investment goals.”