The Bluestein Wealth Management Group of Wedbush Securities

Biography

MARK BLUESTEIN
Managing Director, Investments

Mark has dedicated his 29-year career to delivering personalized investment services for his clients. He leverages his expertise in integrated wealth management and planning services, designed for high net-worth individuals, families, and businesses. Prior to joining Wedbush Securities, Mark spent the past 13 years as Managing Director of Investments at Wells Fargo Advisors, and the previous 15 years between Morgan Stanley and Merrill Lynch.

Phone: (484) 254-7839
Email: mark.bluestein@wedbush.com

WILLIAM RUFFIN
Registered Client Services Associate

Through his 15+ years of financial investment experience, William (“Bill”) has developed a strong understanding and expertise of the process and operational side of the industry. After earning a finance degree from the University of Maryland, Bill spent time at Smith Barney, Morgan Stanley and Capital Financial Group as an Assistant Trader where he focused mainly on secondary markets. For Bill, Client retention hinges on three facets: superb customer service, reliability and trust.

Phone: (484) 254-7837
Email: william.ruffin@wedbush.com