Mark is a Principal in the firm’s Retirement Plan Services Group and has more than 15 years of corporate compensation and benefits experience. His comprehensive approach to providing investment and retirement plan services to institutional clients includes implementing procedures to mitigate fiduciary risk, control plan expenses and manage investment options.
Prior to joining Cerity Partners, Mark was a Senior ERISA Consultant at Blue Prairie Group, serving as a lead consultant on clients’ retirement plans. In his role, he assisted clients with ongoing plan design and vendor-relation matters, including fee management and education review. Mark also worked as a financial advisor with both Cowden Associates and Wells Fargo.
He earned his Master of Arts in Industrial and Labor Relations from the University of Minnesota, Carlson School of Management and his Bachelor of Science degree from the University of Pittsburgh. Mark holds the Certified Investment Management Analyst (CIMA®)and the Accredited Investment Fiduciary (AIF®) designations. Additionally, he has completed CIMA advanced education at the University of Pennsylvania’s Wharton School of Business.
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