With over 25 years in the financial services industry, Mark provides knowledgeable wealth management guidance for individuals and their families, as well as corporate clients. Personable and attentive, he gains a thorough understanding of clients’ comprehensive needs and objectives to design a tailored strategy designed to efficiently pursue their goals.
As a CIMA® professional, he applies state-of-the-art investment theory and integrates a complex body of investment knowledge systematically and ethically to assist clients in making prudent investment decisions. The CIMA® certification identifies individuals who have met extensive experience and ethical requirements and successfully completed advanced investment management consulting coursework provided through The Wharton School, University of Pennsylvania and The University of Chicago Booth School of Business.
Mark has worked alongside our team since 1993 after spending two years in the home office of Prudential-Bache Securities (which would later become Wells Fargo Advisors). While with Wells Fargo, he was recognized as a Premier Advisor in 2014, 2015 and 2016.*
Mark earned a bachelor’s degree from Miami University in Oxford, Ohio.
In his spare time, he enjoys golfing and listening to music. Originally from Rochester, he lives in Pittsford with his wife, Tory, and their children, Patrick, Christopher and Katie.
Investment Management Consultants Association is the owner of the certification mark “CIMA®,” the service marks Certified Investment Management Analyst℠,” “Investment Management Consultants Association℠” and “IMCA®.” Use of CIMA® or Certified Investment Management Analyst℠ signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.
*Requalified annually. The Premier Advisors award is based on meeting goals for revenue, asset growth and revenue growth along with continuing education requirements.