Mark is an Associate Wealth Advisor at The Colony Group. He supports a team of wealth advisors as they serve clients, including financial planning, investment management, and tax planning for high-net-worth individuals and corporate executives
Prior to joining Colony, he held positions including an Associate Advisor and a Wealth Advisor with two wealth management firms in the greater Boston area.
Mark graduated cum laude from Bryant University with a Bachelor of Science in Business Administration, concentrating in Finance with a minor in Economics. He is currently pursuing a Master of Science in Taxation at the D’Amore-McKim School of Business at Northeastern University as well as the CFP® certification through Bryant University. He also holds the series 7 and 66 licenses.
As an avid car enthusiast, he participates in track days at racetracks around New England and Canada as well as enjoys golfing, fishing, and skiing with friends and family.