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Biography

Mark is a Principal in the Boston office.  In his role as a Principal, Mark works closely with families, institutions, and their external advisors with regarding their investment management, financial planning, estate planning, and administrative needs. Mark is a CFA® charterholder and a member of the CFA Society of Boston.  

Prior to joining Cerity Partners (Prio Wealth), Mark began his career in Boston with BNY Mellon Wealth Management, where he spent six years working with single and multi-family offices, endowments, and foundations. He graduated from Bucknell University with a degree in Economics. 

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Education

  • BA, Economics, Bucknell University  

Highlights

  • CFA Charterholder

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.