View in portrait for best experience

Mark Sandquist

Private Markets Director

CFA

Mark Sandquist leads the private markets team within the Moneta Family Office practice.  

He joined Moneta after two years within the Raymond James Investment Bank, where he was a director in the private funds advisory (PFA) business. Prior to that, he spent six years with the PFA business at Moelis & Co., where he advised high-profile private market General Partners on their fundraising strategies that resulted in multiple oversubscribed fundraises. 
 
Mark also spent 10 years at Summit Strategies, an institutional investment consulting firm where he was a principal and co-head of private markets. His clients there committed approximately $4 billion a year across private equity, venture capital, private credit, and real assets. He also set up and raised capital for a fund of funds and co-investment fund.  

Before his time at Summit, Mark worked in the CFO office of three different companies with increasing responsibilities across accounting, finance, and corporate treasury. 

Mark earned his Bachelor of Science in Finance from the University of Illinois, an MBA from DePaul’s Kellstadt School of Business, and is a CFA® Charterholder.  

Outside of work, Mark enjoys spending time with his wife and two daughters, is an avid golfer, and loves to be in the mountains.  

  • Chartered Financial Analyst

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

November 20, 2025

What does it take to scale a wealth management firm without sacrificing independence or cult...

Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast

Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast

November 10, 2025

We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Fina...

Monthly Recap – October 2025

Monthly Recap – October 2025

November 5, 2025

October Observations Still Climbing Global equities extended their rally in October, with the MSCI ACW...

Addressing Hunger

Addressing Hunger

November 3, 2025

by Deb Dubin, Chief Philanthropy Officer This week, 42 million Americans lost access to vital fed...

VIEW ALL ARTICLES

Let’s make every moment count together…