Gregory R Markus

Current Employers

Employment History

• 05/2024 → Present
  Portfolio Medics
  Bonita Springs, FL
• 01/1996 → Present
  Taxsmarty Tax And Accounting Servcies
  Middleburg Heights, OH
• 04/2021 → Present
  Markus Properties U.P. North, Llc
  Middleburg Heights, OH
• 02/2022 → Present
  Markus Properties Of Ohio
  Middleburg Heights, OH
• 02/2005 → Present
  Rocky River City School District
  Rocky River, OH
• 10/2017 → 12/2017
  Parma City School District
  Parma City, OH

Other Businesses

Mr. Markus has the following Outside Business Activities. Managing Partner at taxSmarty Tax and Accounting Services. In this role Mr. Markus provides tax services for a variety of clients and dedicates 40 hours a month on this activity. Managing member at both Markus Properties U.P. North LLC and Markus Properties of Ohio LLC. In this role Mr. Markus owns and operates rental properties. He spends approximately 10 hours a month in this endeavor. Treasurer/CFO for Rocky River City School District. In this role he has oversight and control of the financial activity of the Rock River School District. He spends approximately 160 hours a month in this endeavor. Treasurer, Brooklyn City Schools Support our Schools Political Action Committee("PAC"). In this role Mr. Markus controls the financial activity of the PAC. He spends approximately 4 hours a month on this activity. These practices could represent conflicts of interest given the nature of the Outside Business Activity. This conflict is mitigated by disclosures, procedures and the firm's fiduciary obligation to place the best interest of the client first.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-18