Leadership Team

Biography

Mark is a Partner in the Boston office and serves as Head of Wealth Management Operations at Cerity Partners. He is a member of the firm’s Leadership Team, where he oversees platform integrations and provides strategic operational support across the organization.

With more than 30 years of experience in the financial services industry, Mark has held senior leadership positions spanning technology, operations, and vendor management. Prior to joining Cerity Partners, he was Vice President and Head of Technology at Fiduciary Trust Company, where he led the strategic advancement of the firm’s technology infrastructure. Before that, he served as Vice President and Head of Product Services for State Street’s Wealth Management division. Earlier in his career, Mark was a Director at Deutsche Bank, where he was responsible for key strategic initiatives within the firm’s Private Bank. His deep industry knowledge and operational experience are instrumental in driving scalable solutions and enhancing client service delivery at Cerity Partners.

Mark lives on the South Shore of Massachusetts where he spends time with his wife and two daughters. In his free time, he enjoys skiing, boating and golf.

Education

  • B.S. in Business Administration from Northeastern University
  • MBA from Northeastern University
  • Graduate Certificate in Cybersecurity University of Massachusetts

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