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Biography

Mark is a Partner in our Boston office and focuses on advising high and ultra-high-net worth individuals and families on their tax, estate and other wealth planning strategies.

Prior to joining Cerity Partners, Mark was a Senior Wealth Advisor at Wilmington Trust, where he was responsible for leading an interdisciplinary team in delivering investment management, fiduciary, private banking, planning and family office services to over 50 client relationships, as well as driving new business development. Previously, he was a practicing trusts and estates attorney at Nutter, McClennen & Fish, LLP, in Boston. He is a licensed attorney in Massachusetts. Before law school, Mark was a financial analyst and auditor at both General Electric and Merrill Lynch.

Learn more about my practice.

Education

  • B.A. in Economics and Policy Studies, with a Finance minor, from Syracuse University (magna cum laude)
  • J.D. from Boston College Law School

Highlights

  • Active volunteer in his local community serving on the Winchester Zoning Board of Appeals, as well as a long-time youth soccer coach

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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.