Wealth Manager, RJFS
Since 1984, Mark has been helping clients manage their portfolios through constantly changing - and sometimes difficult - markets. He enjoys the process of working with clients to address their financial concerns and providing sound strategies - based on specific goals and needs.
Prior to joining Confluence Financial Partners in 2015, Mark was Vice President - Investments at Wells Fargo Advisors, formerly Wachovia. Prior to that, he worked at such firms as Thompson McKinnon Securities, Gruntal & Company and A.G. Edwards & Sons during his 32 plus year career.
Mark is originally from McKeesport. He attended California University of Pennsylvania, where he earned his bachelor’s degree. Mark and his wife, Colleen, have two children, live in Venetia and are active in church ministry. In addition, Mark serves on the board of directors of BairFind, an organization whose mission is to find and bring home missing children. He also sits on the board for the Consortium for Public Education and is a community volunteer for the American Heart Association.
An inductee in the California University of Pennsylvania Athletic Hall of Fame as well as the McKeesport Senior High School Hall of Fame, Mark enjoys all sporting activities.