Mark Penske is an industry visionary and seasoned investor, with more than two decades of dedicated experience. With a sharp focus on identifying disruptive trends, he leverages his experience to drive initiatives, cultivate operational excellence, and unlock stakeholder value. Mark’s long track record, defined by his deep understanding of market dynamics and steadfast dedication to quality, stands as a testament to his experience.

Mark co-founded Elevation Point with Jim Dickson in 2024 to serve as a value-aligned growth partner to independence-focused advisors and RIAs. Like Jim, Mark also has a long track record of serving as a committed partner to entrepreneurial advisors and RIAs—and helping them grow and thrive over the long term. Mark is CEO and Chairman of New York-based United Atlantic Capital (UAC), a privately owned financial services holding company established 20 years ago. An experienced investor, UAC has engaged in over 20 transactions spanning institutional and independent retail financial services, encompassing wealth and investment management firms, as well as operations, administrative, and technology service providers.

The firm invests in early to late-stage institutional and retail-focused FinTech and financial services companies. As a value-aligned partner to startups, Mark and his colleagues facilitate long-term value and strategic exits, prioritizing the “right fit,” through capital infusion and operational experience. Under Mark’s leadership, UAC was the first in the world to receive and maintain the ISO 9001:2008 certification for its Quality Management System.

Prior to establishing UAC to help FinTech and financial services companies grow and thrive, Mark worked for Citigroup’s Smith Barney division in New York, choosing to leave to focus on achieving his vision of independence—and helping others achieve theirs. He began his career at Merrill Lynch in San Diego.