Mark strives to deliver world-class client service to the individuals and families he serves. He provides 12 scheduled, monthly contacts each year with his clients, including four quarterly reviews – two of which are held in person. He endeavors for his clients to develop and implement strategies to manage their personal wealth, always emphasizing a long-term approach to investing.
Prior to joining Raymond James in November 2017, Mark served as a senior portfolio manager with UBS for nine years, and in a similar role with Morgan Stanley and Merrill Lynch for 18 years. He earned his bachelor’s degree in business administration with a concentration in finance from the University of Kentucky.
Mark is a past chairman and director of the Bonita Springs Assistance Office; past chairman and director of the Bonita Springs Florida Area Chamber of Commerce; past president, director and treasurer of the Rotary Club of Bonita Springs; past chairman of the Rotary Club of Bonita Spring’s Mardi Gras Charity Ball; and past director of Girl Scouts of Gulf Coast Florida. He currently serves as treasurer and trustee of the Rotary Club of Bonita Springs Foundation, and as director and treasurer of Florida Swimming. Mark is also a USA Swimming official, serving as a national championship referee, starter and judge, and a FINA Open Water Swimming referee.
Originally from Waukegan, Illinois, Mark and his wife, Karen, make their home in Estero, Florida. The pair have three children: Christina, Jacquelyn and Richard. In his free time, Mark enjoys golfing, bicycling, cooking, and officiating local, national and international swimming competitions.