our team

The One and Only Us

graphic shows a framed picture on a wall with a collage of all six 228Main.com employees smiling

Clients, I’m one of a kind. I’ve worked many years and traveled many paths to be the person I am today.

Even though I’m the one and only Mark Leibman, I get to do what I do as part of an amazing team at 228 Main. I notice this truth now more than ever.

The enterprise has three core activities:

  • We talk with you about your plans and planning, to sort out how best to connect your money to your life—your goals.
  • We research and manage investments, striving to grow your long-term buckets.
  • We take care of the logistics and paperwork you need to try to get where you are going.

I sometimes say I am in business to talk all day, but as you can see from these notes, it takes the whole team to make that possible.

Four of us here in the shop contribute to our communications. Three of us collaborate on investment research and analyze portfolios. Two focus on logistics and paperwork, taking care of details.

While I spend the most time with you, Caitie Leibman directs our communications, which really is just another way to talk to you, with contributions from Greg Leibman, and Billy Garver, and me. Greg, Billy, and I work on research and portfolios. And Patsy Havenridge and Larry Wiederspan take care of service—the paperwork and logistics.

The buck stops with me, of course: I take responsibility for investment decisions and trading and recommendations and everything, but I could never accomplish by myself the things we are able to do as a team. We are working with more than $100 million for clients in twenty states.

I’ve often said that if there were three of me, we’d all be busy. But the world does not need any more copies of me. Every member of the 228 Main team knows that the better off you are, the better off we will be—and they each contribute skills and abilities I don’t have.

I couldn’t be more proud of them.

Clients, is there anything for which you could use our team’s perspective? Call or write, anytime.


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Play the audio version of this post below:

Investing in (Y)our Future

Caitie Leibman image

If you’ve been following along, you know my intent to work to age 92 dates a long way back. Therefore, I wanted a practice that would last that long.

The more we thought about sustainability, the more we realized that mere survival to a certain point in time was not fair to you—nor a sound plan for us. So the goal became building an enterprise that could thrive for decades.

If we automate everything that works better when automated and get human understudies for all the remaining activities, the organization will be more durable. It will work more smoothly day to day, and it will be more likely to last for the years and decades ahead.

The next phase is falling into place. Caitie Leibman has joined the team full-time as Director of Communications. We foresee three main benefits:

  • Caitie will take over some communications-related duties now performed by Greg and me. This will give me more time to work with you one-on-one on your plans and planning. Greg will have more time for investment research.
  • Our communications program could stand improvement in a dozen ways I know about and many more that I cannot now conceive of. Caitie will bring these to fruition. (I’m particularly excited about the blog collections she is weaving into book form. Stay tuned.)
  • In time, Caitie will be writing in her own voice for new audiences, introducing 228 Main to new generations. Making sound planning and timeless investing strategies available to more people is an exciting part of sustainability.

These last several years we’ve used digital communications to stay close when personal circumstances turned time and geography into challenges. The digital presence we built proved to be far more valuable to you and to us than we dreamed; it makes sense for Caitie to become involved in the enterprise in this area first.

I’ll still be writing, of course. Caitie, with her degrees and experiences in writing and a firm grasp of the philosophy of our family firm, will be a major resource.

Clients, if you would like to talk about this, or anything else, please email us or call.