Mark Michna

Mark is a CFA® charterholder with over 20 years of experience in the financial services industry. He began his career in corporate finance and planning at Bayer Pharmaceutical before joining a sell-side equity research team at UBS Investment Bank, where they covered large-cap pharmaceutical stocks. He later transitioned to the buy-side, working at asset management firm and long-short hedge fund, Prospector Partners, LLC.

Mark joined Sightline Wealth Advisors in 2023 as a Wealth Advisor. With a passion for problem-solving and a genuine interest in helping others, he found that combining his institutional finance experience with personal financial planning was a natural fit. Mark takes a holistic approach to wealth management, working closely with individuals and families to develop comprehensive financial plans. He helps clients pursue their short and long-term goals by implementing tailored investment and tax planning strategies.

In his personal time, Mark serves as Treasurer for the Community Soup Kitchen in New Haven. He previously contributed as a member of the finance committee for the Guilford Fund for Education and spent over 15 years coaching youth sports. He enjoys traveling with his family, staying active through men’s league soccer and basketball, and spending time outdoors snowboarding and mountain biking. Mark lives in Guilford with his wife, Tricia, their three children and dog, Oreo.