Qualifications

Mark Milligan is a Senior Advisor, Wealth Management with SDR Ventures and an independent consultant in the financial services industry, recognized for his ability to connect people, firms, and ideas across the wealth management and advisory landscape. Over the course of more than four decades in financial services, Mark has been affiliated with organizations including Morgan Stanley, Deutsche Asset Management, Envestnet, and TD Ameritrade Institutional, where he served in leadership within Managed Account Services.

Experience

Mark very early in his career was a Financial Advisor on Denver’s historic 17th Street, launching what became a lifelong commitment to both Colorado and the evolution of the financial advisory profession. Today, his work centers on helping financial advisors, RIAs, and business owners expand their strategic capacity through relationships, succession and exit planning dialogue, and access to specialized expertise. Through his affiliation with SDR Ventures, Mark is particularly focused on helping advisors better understand the opportunities surrounding lower middle market business owners, liquidity events, and sell-side advisory solutions. Drawing on a career-spanning network of respected industry leaders and innovators, Mark is passionate about bringing forward thoughtful ideas and collaborative strategies that can strengthen an advisor’s value proposition and deepen client relationships.

Education

A graduate of the University of Nebraska.

Interests

Mark's interests include mid-century automobiles and architecture, along with tending the eight-acre mountain forest he and his wife Cynthia call home south of Breckenridge, Colorado. Together, they have three grown children and six grandchildren.