- About Us
- Our Solutions
- Articles For Inspiration
- Leadership to Liquidity
- Stairway to Value
- Keep More of What You Make
- Equity Rules
- The Profits Interest
- Synthetic Equity
- Dynamic Synthetic Equity
- The Art of Resilient Capital Planning
- 10 Myths of Succession Planning
- Top 40 High Performance Awards
- Survey of Value Sharing at Sale
- Succession Pathways
- Bridging Business Owner Planning Gap
- 2018 Year End Review
- 2017 Year End Review
- 2016 Year End Review
- Good Incentives, Bad Incentives
- Which Succession Pathway Are You On?
- Build Business Value/Personal Wealth
- Equity Models via Sell·Pay·Convey®
- Solving the Buy-In Paradox
- Profits Interest and Why We Need It
- A Wide-Angle Tool Saves Taxes
- Getting Beyond a Band of Experts
- Does 'Skin-in-the-Game' Really Work?
- When Conventional Wisdom is Wrong
- Thinking Outside of 401(k) Box
- Are Equity Grants the Holy Grail?
- Paying Fair without Distortion
- Will Hidden Taxes Derail Your Plan?
- Can Stock Options Make You Sick?
- Contact Us
BOLD Value® team members are registered with Sagemark Consulting / Lincoln Financial Advisors, one of the nation’s largest independent broker/dealers. The team collectively has over 100 years of financial planning and capital strategies experience. Please check out the video below featuring many of our team members casually discussing about our practice in general.
Mark C. Bronfman is a private wealth advisor affiliated with Sagemark Consulting and the founder of the BOLD Value team. Mark’s practice focuses on executive compensation, capital structure, and legacy and business succession for business owners and key executives in middle market companies. Mark joined Sagemark Consulting in 2003 and founded the BOLD Value team in 2005.
Mark has served as a private wealth advisor to over 100 middle market business clients primarily in the revenue range of $25 million to $2 billion. These enterprises include professional services providers, private equity, government contracting, banking, real estate, manufacturing, retail, and engineering and systems integration. Mark also serves high net worth individuals, many of whom were previously owners and executives with middle market companies.
Mark's consultative approach to strategy and planning draws on over 20 years of boardroom experience. Prior to affiliating with Sagemark Consulting, Mark had a successful career in management consulting, most recently serving as an equity partner with Accenture in Reston, Virginia, with an emphasis on in business strategy, financial transactions, and business operations for Fortune 100 Global companies. Prior to working at Accenture, Mark served as a director with Deloitte Consulting, where he focused in Communications and High Technology as well as Litigation/Financial Services.
Mark has served on the board of the Association for Corporate Growth, National Capital Chapter and is an active member of the Financial Planning Association. Mark is also on the board of Congregation Beth El of Montgomery County. He earned an MBA from the Darden Graduate School of Business at the University of Virginia and holds a B.S. in Accounting from Penn State. A Certified Public Accountant*, Mark is a frequent speaker at industry events and has published articles in the Journal of Financial Planning and Worth Magazine. Mark and his family live in Bethesda, Maryland.
Mark holds securities registrations in DE, DC, FL, IN, MD, NJ, NY, NC, ND, OH, SC, VA, WA, and WI. He is licensed for insurance in DC, FL, MD, and VA.
* Licensed, Not Practicing
Bob Gottschling, ChFC, CMFC, is a financial advisor affiliated with Sagemark Consulting. He works with business owners, senior level executives, retirees, professionals, and businesses. His areas of expertise include advanced personal retirement, investment and estate planning, and qualified and non-qualified retirement plan development for businesses. Bob joined Sagemark Consulting in 1984 and has worked with hundreds of clients in a variety of industries of varying sizes and types.
A graduate of the University of Maryland and holder of two professional designations, Bob has three children and lives in Ashburn, Virginia with his wife of 32 years.
Bob holds securities registrations in CO, DC, DE, FL, IL, MD, NC, ND, VA, and WV and insurance registrations in DC, FL, MD, ME, NC, and VA.
Bard Malovany is a graduate of the College of William & Mary with a B.A. in Economics and Philosophy; he also holds a Certificate in Financial Planning from the Florida Institute of Technology. Prior to joining Sagemark Consulting in 2003, he worked with Financial Council, Inc., a Registered Investment Advisor, for seven years. Bard’s strength lies in employing a highly holistic approach to designing sophisticated portfolio management and custom financial planning solutions with shrewd attention to details and a personal touch.
Bard has taught classes in retirement planning at Northern Virginia Community College and the College of Southern Maryland. He has been quoted regularly in publications like Consumer Reports, the Washington Post, bankrate.com, American Medical Association News, and Physicians' Money Digest.
He works with government contracting firms, service firms, charitable endowments and planned giving departments, physicians, attorneys, real estate professionals, corporate executives, and federal retirees.
In his spare time, Bard is an avid snow skier and regular basketball player. Bard and his wife, Naomi, live in Arlington, Virginia, with their two children.
Bard holds securities registrations in CA, CO, DC, DE, FL, GA, ID, IN, KY, MA, MD, ME, MI, MN, MS, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, and WA. He is licensed for insurance in CA, DC, FL, MD, NY, OR, VA, and VT.
Matt Sirpis is a financial planner at Sagemark Consulting. He joined Sagemark in 2001 as a case design specialist, collaborating with senior advisors to create plans tailored to their clients' specific needs. During his first three years, Matt gained invaluable experience working on a wide variety of complex cases requiring sophisticated solutions; when he started his own practice in 2004, he was armed with a strong foundation in financial planning and extensive industry knowledge.
Matt currently focuses on the areas of retirement, estate, investment, and business succession planning. He works with clients to identify and attain their objectives across these areas by applying a strong working knowledge regarding designing customized family and charitable trusts, a point of emphasis in his practice.
Matt holds a B.B.A. in Finance from Radford University. He is currently working toward his CFP (Certified Financial Planner) certification. Matt enjoys golfing, fishing, and spending time with his wife and two children.
Matt holds securities registrations in CA, DC, DE, FL, IL, LA, MD, NJ, PA, and VA. He is licensed for insurance in DC, DE, FL, MD, and VA.
Anne Machesky joined Sagemark Consulting/Lincoln Financial Advisors in July 2001. Prior to joining Lincoln Financial Advisors, she was the president and owner of her own investment advisory firm for eighteen years. She has been a Registered Representative in the financial services industry since 1980.
Anne’s unique market analysis, skills, and planning expertise offer a rare value-added perspective for her clients. Her expertise is in the technical analysis of the markets; she specializes in wealth and income planning. Anne’s approach to portfolio construction and wealth management utilizes a dynamic asset allocation style that bridges the long-term view and the short-term tactical view, in a proactive forward-looking approach to asset allocation and rebalancing.
Anne was selected for the Women in Insurance & Financial Services (WIFS) 2014 Circle of Excellence, being qualified at the Emerald level. Anne is a three-time recipient of the Circle of Excellence award from Lincoln Financial Group. She has been a member of the CLS Investment Firm, LLC President’s Council since 2002. She has been a host and speaker at Lincoln Financial Network’s national education forum since 2004, and she is currently serving as the Vice Chairman on the Board of The Resource Group, a group of elite top 200 planners within Lincoln Financial Advisors on an invitation only basis. She has been chairman of the Resource Group Investment Committee for the past four years. Anne is also the President and founder of a thought strategies company focusing on broadening individual or group perspectives to navigate shifts in business transitions. Her thought strategy book was featured in June 2008 special issue of HOW magazine on creativity. Recently, Anne was chosen as a Five Star Wealth Manager for 2016*. This award is in recognition of service to her clients. She will be featured in the January 2016 issues of the Minneapolis/St. Paul and Twin Cities Business Magazines.
Anne attended the University of Wisconsin, majoring in finance. She currently resides in Minneapolis, Minnesota and has many clients located throughout the U.S.
Anne holds securities registrations in AZ, AR, CA, CO, FL, HI, IA, MD, MA, MN, NC, ND, NJ, NY, OH, SC, SD, TX, VA, WA and WI. She is licensed for insurance in AZ, FL, HI, IA, MD, MN, NC, ND, NY, SD, TX, VA, and WI.
Joel Kim is a senior consulting director with the Bold Value team at Sagemark Consulting, having joined the team in 2011. He offers insights, practical skills and advice in helping to ensure resiliency and robustness in long-term executive compensation planning and in crafting optimal entity or capital structure and relevant corporate documents. Drawing upon his investment banking and equity research experience, he also has expertise in financial scenario modeling, valuation analysis, and structured scenario planning around long term incentive and business succession strategies.
His prior experiences include a variety of financial and operational consulting projects such as special event, natural resources, and web-based IT services. Additionally, he was a vice president and senior equity research analyst for international investment banking firms such as ING Barings and Macquarie Securities in Asia for about 10 years and was an IT consultant for PwC (PricewaterhouseCoopers) in the US prior to that.
He has graduated from the University of Maryland, College Park campus with a degree in Business with a focus on Finance.
designations: CFA, CFP®, AAMS, CMFC
Nasser Ali is a director of financial advisory services with Sagemark/Lincoln Financial Advisors.
Nasser has a prior experience as a portfolio manager responsible for managing customized investment portfolios totaling close to $400 million. He received a Bachelor of Science degree in Finance from the University of Maryland.
He is a member of the Association of Investment Management and Research and the Baltimore Security Analysts Society. He has published an article in the Encyclopedia of World Terrorism entitled "The Impact of 9/11 on the Global Economy
designations: LL.M., M.B.A.
Bob Appel is a Member of the American and Connecticut Bar Associations.
He has a BS degree (Accounting and Finance) from Central Connecticut State University; J.D. degree from the University of Bridgeport School of Law; MBA (Finance) degree from the University of Connecticut; and LL.M. (Taxation) degree from Boston University School of Law.