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Marc Mehlman
Marc Mehlman
Chief Financial Officer

Marc Mehlman has served in various leadership positions at Thomson Reuters Corporation (“Thomson Reuters”) over the past 15 years, primarily focused on finance, financial strategy, and business operations. Most recently, as General Manager, Mr. Mehlman built and led both the Large and Strategic Corporate customer segments where he and his team were responsible for the entirety of Thomson Reuters business to large multi-national corporations. In this capacity, he led a 600-person team across sales, retention and proposition roles across Europe and the United States. Prior to that, he served as Managing Director of ONESOURCE Direct Tax, from January 2016 to June 2018, where he was responsible for leading the tax preparation segment of the business; Vice President Finance/Operations of ONESOURCE, from August 2013 to December 2015, where he was responsible for overseeing all financial aspects of the business; Vice President Investor Relations; Vice President Business Development; Head of Financial Strategy – Sales & Trading; and Director of Finance – Scientific Division. Before joining Thomson Reuters, Mehlman served as a portfolio manager at investment firm Sanford C. Bernstein. He holds a Bachelor’s degree from Binghamton University and a Master of Business Administration from the Leonard N. Stern School of Business at New York University.

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    Avantax Wealth Management® is the holding company for the group of companies providing financial services under the Avantax® name. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM and Avantax Planning PartnersSM. Insurance services offered through licensed agents of Avantax Insurance AgencySM, Avantax Insurance ServicesSM, and Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019, 972-870-6000.