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Biography

Mark is a Partner in our Boston office. He has more than a 12 years of experience in estate planning and wealth management and focuses on advising ultra-high-net worth individuals and families on their tax, estate and other 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.

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 the greater Boston community serving as both a Town Meeting member and a long-time youth soccer coach

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