Mark Udis Featured as Banking & Finance Visionary by the LA Times for Fourth Consecutive Year

Certuity Partner Mark Udis has been recognized by the LA Times as Banking & Finance Visionary for the fourth consecutive year. 

Mark focuses on high and ultra high net worth families and is actively involved in the firm’s family office and wealth management practice. 

“We’re excited to congratulate Mark for this well-deserved recognition by the LA Times,” announced Rich Bursek, President and Partner of Certuity. “His commitment to excellence and impact in the industry truly set him apart.”

Certuity is a private wealth management and multi-family office firm specializing in tailored financial services for high- and ultra-high net-worth individuals, entrepreneurs, family businesses and business owners. Core offerings include investment advisory, reporting, tax planning, estate planning, and access to qualified private investment opportunities with a strong emphasis on wealth preservation and legacy planning, Certuity delivers a personalized family office experience designed to meet the unique needs of its clients.

The recognition was issued March 23, 2025 and applies March 2025 through March 2026.

LA Times Banking & Finance Visionaries Criteria:

Here are the dynamic individuals named Banking and Finance Visionaries for 2025. These advisors, financial experts, bankers and deal brokers represent the best of Southern California money experts. Their achievements over the last 24 months have been both exemplary and worthy of recognition in this publication.

However, more than what they’ve done to help their institutions and their customers, these individuals bring a living face and emotional depth to the often-complex, sometimes oblique world of the financial sector. They are the people who work with their clients, their colleagues and their communities to ensure that money is handled smartly – and with a human touch.