Mark B

Mark W. Berry, CEPA®, is a Principal at ADELL, HARRIMAN & CARPENTER, INC., an investment advisory firm based in Houston, Texas. In this role, he oversees client portfolio strategy, financial planning, and wealth management, providing customized investment solutions for both individuals and businesses. His responsibilities include leading key client relationships and contributing to the firm's overall investment management approach.

Berry’s investment expertise spans public equities, fixed income, alternative investments, and estate planning solutions, with a specialized focus on strategies for high-net-worth clients and private business owners. He is particularly experienced in developing comprehensive wealth transfer and succession plans, leveraging his Certified Exit Planning Advisor (CEPA®) designation to advise clients preparing for significant liquidity events.

He began his career at ADELL, HARRIMAN & CARPENTER in 2017 as a Financial Advisor before being elevated to Principal in 2019. Mark holds degrees from Baylor University and Tulane University, and his rapid ascension in the industry is marked by his recognized expertise in exit planning and multi-asset portfolio construction for affluent individuals and business founders.