Let's move forward. Together.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

rowing

Mark Holcomb

First Vice President–Wealth Management

Mark has over 38 years of Wealth Management experience. He focuses on providing wealth management strategies and portfolio management, helping clients to grow and protect their wealth. His ultimate goal is for his clients to comfortably and confidently achieve their financial lifestyle dreams.

Mark resides in Millcreek, PA and Chautauqua Lake, NY with his wife Becky. Their son David, is a Phi Beta Kappa graduate of Case Western Reserve University, and is a graduate of the Law School at Yale University. He began his law career as an Associate at the law firm of Ropes & Gray LLP in Boston, MA.  He is currently Assistant U.S. Attorney for the Federal Prosecutor's Office in Boston.  David currently resides in Cambridge, MA with his partner, Justin.

Their daughter Michelle, is a Phi Beta Kappa graduate of Allegheny College, and past captain of the Lady Gators Women's Soccer Team. She holds a Masters and PhD degree from the University of Pittsburgh, and is currently teaching Cognitive Psychology at Pitt.  Michelle currently resides with her husband Trevor, and their new daughter, Cecilia, in the Pittsburgh area of Brookline, PA.

 

Personal & Community

  • Past President of the Rotary Club of Kearsarge
  • Paul Harris Fellow
  • Member of the Estate Planning Council of Erie
  • 32° Mason with the Peacock Lodge in Mayville, NY and the Valley of Erie



Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • KS
  • MA
  • MD
  • MI
  • NC
  • NH
  • NY
  • OH
  • PA
  • SC
  • TX
  • VA
  • WA
  • WI

Education

  • Bachelor of Science Degree in Business Administration, Rochester Institute of Technology
  • Chartered Retirement Planning Counselor designation (CRPC®), College of Financial Planning

Credentials

  • Chartered Retirement Planning Counselor
100 State Street
Fourth Floor, Suite 460
Erie, PA 16507
  • (814) 461-7013

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights