Mark Epstein
Managing Director, Santa Rosa Office

R. Mark Epstein co-founded California Financial Services after spending almost a decade as Vice President of Public Finance in charge of California K-12 Education for Smith Barney (now Citigroup) which at the time was Wall Streetís largest privately held investment bank. He is an active owner of CFS and manages the Northern California Region including both the Sacramento and Santa Rosa office from CFSí Santa Rosa Office and has participated in more than $4 billion in municipal funding programs during his 27 year career in public finance. In addition to his background in finance, Mr. Epstein served for 7 years on the Rincon Valley School District Board of Trustees in Sonoma County where he expanded his understanding of the operations, culture and political realities of running a California school district. While at Rincon Valley, Mr. Epstein was the lead Board member in conducting the Districtís G.O. Bond election and one of two Board members with lead responsibility for the two parcel tax measures passed by the District during his tenure.

Through this and other experiences in his three decades serving schools, he has developed a multi-disciplinary approach to providing financial/facility planning services including the evaluation of facility planning, demographics, development projections, debt management and credit factors relating to each districtís unique circumstances. Mr. Epstein has an A.B. degree in Humanities from Stanford University.

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