Mark H. Schwartz
Mark has been an accountant and financial advisor for over thirty years, having started with his uncle’s CPA firm, while still in high school. Over the years, have served as operations director for two fast-food restaurant chains and helped create a third that is still operating throughout the United States some twenty-five years later. He holds an accounting degree and an MBA from Suffolk University. He also attended The Suffolk University Law School for two years. Further, he earned a music education degree from Berklee College of Music and attended Brandeis University as a pre-law student with concentrations in political science and economics.
Like most accountants, he has worked for a number of different CPA firms over the years both here in Arizona and in his native Boston, Massachusetts. In addition to his stints in public accounting, he served as the Underwriter for Blue Cross and Blue Shield of both Massachusetts and New Hampshire and later as the retirement program administrator for the multibillion-dollar retirement program of the MITRE Corporation. After moving to Arizona, Mark served as business advisor to a number of small companies as well as a short period with one of the large local CPA firms in Phoenix. He then began his own firm eventually merging with Foumberg, Juneja & Co., P.C., where he serves as one of its senior managers, overseeing tax research and representations before various governmental authorities.
Over the years, he has prepared the applications for numerous Internal Revenue Code Section 501(c)(3) charitable, religious, arts and music-related and educational organizations, as well as other types of exempt entities, such as Chambers of Commerce, Rotary and various fraternal and civic groups. He has served on many of these organizations’ Boards of Directors and as their chief financial officer. He even assisted in the formation of a small city in Arizona, guiding its founding members and civic leaders through the incorporation process and endless processes and paperwork.
As the son of a former physical fitness educator, Mark has always been an avid sports enthusiast. While in high school, he starred in baseball and football and earned statewide honors in baseball. He attended Brandeis University on a baseball scholarship and went on to a brief career in the minor leagues. He coached both baseball and soccer with various youth programs and at various high schools. In addition to his business and sports backgrounds, Mark has always been an avid musician. He has been playing trumpet, since he was seven and has studied with many outstanding orchestral and jazz brass educators as John Coffey (former Bass Trombonist – Boston Symphony Orchestra); Rolf Smedvig (former principal trumpet – Boston Symphony); Jeff Stout (Berklee trumpet professor and former soloist with the Buddy Rich Band); and Leon Merian (noted big band and jazz trumpet player). He was a soloist in the Brandeis University Choir and has sung in several amateur opera productions. He has performed as a trumpet player and singer with the Boston Pops and Tanglewood Festival Chorus. He played briefly with the Artie Shaw Band under the direction of Dick Johnson (and Artie’s guiding hand). He performed in and arranged for Leon Merian’s big band. He has played in Boston area productions of Broadway shows, Ringling Brother and Barnum & Bailey Circus, the Ice Capades and other productions. As a singer, he studied under Dr. James Olson, the long-time choral director at Brandeis University and took vocal lessons as well as majoring in trumpet, while at Berklee College of Music.