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Mark is an Associate Wealth Advisor at The Colony Group. He supports a team of wealth advisors as they serve clients, including financial planning, investment management, and tax planning for high-net-worth individuals and corporate executives

Prior to joining Colony, he held positions including an Associate Advisor and a Wealth Advisor with two wealth management firms in the greater Boston area.

Mark graduated cum laude from Bryant University with a Bachelor of Science in Business Administration, concentrating in Finance with a minor in Economics. He is currently pursuing a Master of Science in Taxation at the D’Amore-McKim School of Business at Northeastern University as well as the CFP® certification through Bryant University. He also holds the series 7 and 66 licenses.