Mark combines client-focused service which was the trademark of the private banks and investment management firms in earlier days with state of the art theories of risk management, portfolio construction, and diversification. Mark has over 25 years of management experience, and has advised his clients through the boom of bull markets and the despair of bear markets. He is not swayed by market manias, and is interested in seeing his client’s assets invested in a manner consistent with their tolerance for risk.
The primary objective is to deliver tailored investment strategies by offering a combination of sound investment capabilities alongside of a high touch financial planning process. We work side by side with the tax advisory and estate planning professionals in order to integrate a comprehensive experience for our clients.
The ‘team’ currently manages over $150 million in assets for a clientele comprised primarily of families, small business owners, foundations, and other not for profit entities.
A third generation financial advisor, Mark realizes experience plays an important role in prudent decision making. He incorporates the investment techniques he has developed over the years when providing financial advice, offering his clients the added confidence of partnering with a seasoned professional. Dedicated to continually enhancing his industry knowledge, Mark entered the financial services industry after earning his bachelor’s degree in economics from the Pennsylvania State University in 1991.
Mark serves on the Investment Committee for Child Guidance Resource Centers and offers his time volunteering for Cradles to Crayons in Conshohocken Pa. Mark currently resides in Wayne, Pennsylvania with his wife, Amy, and their three children.