Mark Udis

Partner

Certuity

ASSET/INVESTMENT MANAGEMENT

Mark Udis is a partner at Certuity, specializing in wealth management for high-networth individuals, including technology entrepreneurs, executives, athletes and professionals. He leads Certuity’s Manhattan Beach office, expanding the firm’s presence in Los Angeles and serving a younger entrepreneurial client base. An active member of Certuity’s investment strategy team, Udis tailors financial strategies to adapt to market changes and offers clients access to institutional alternative investments. Recognized by Forbes and Barron’s as a top wealth advisor from 2021 to 2024, he is known for his strategic portfolio management and client communication. Committed to community service, he serves on the board of directors for Team IMPACT Los Angeles and coaches youth sports. Udis received a Bachelor of Science in finance from Lehigh University.