As a Relationship Manager at Prio Wealth, Mark works closely with clients, prospects, Prio Wealth advisors, and business partners with regards to their investment management, financial planning, estate planning, and administrative needs. He is a CFA candidate and is a member of Prio’s Investment Committee.
Before joining Prio Wealth in 2018, Mark began his career in Boston with BNY Mellon Wealth Management, where he spent six years working with single and multi-family offices, endowments, and foundations. He graduated from Bucknell University with a degree in Economics.
Mark’s personal priorities include supporting Boston’s sports teams, travelling, SCUBA, and spending time with family, including his wife and (slightly spoiled) dog.