Mark Curtis - USA

Mark is a trusted adviser who has worked with Paulette for many years.

Mark graduated in 1982 from the University of Buffalo with a BS in Accounting.  He then qualified as a CPA (Certified Public Accountant) with Coopers & Lybrand in New York in 1985 while serving on the financial services audit team.  His experience there assisted in his transition to the Controller’s Department of Kidder Peabody & Co., a wholly owned brokerage subsidiary of General Electric.

Looking to retreat from the city, he and his family moved to Naples, Florida in 1995 after having purchased a local tax and accounting practice.  He has been there ever since, serving an extensive client portfolio of individuals, local small businesses and a non-resident client base of Canadians and Europeans  with U S investments and/or property in Florida.   

Three things you may not know about Mark

  • He has been married a long time to Marie, a French national.

  • Sophie, the last of his three children is still at home.

  • He has recently taken up triathlons, having nearly given up on golf.