Experience 13 Years
Mark is a member of the managed accounts team responsible for new business development in the Southeast region. His focus is on the expansion of advisory relationships as well as servicing and maintaining GW&K’s longtime clients in the region. Mark is based in Delray Beach, Florida.
Mark joined GW&K as a member of our operations team with responsibility for trade settlements, and then moved to our advisory services group in 2014. Prior to joining GW&K, Mark worked at State Street Corporation as a client service and a fixed income specialist.
Mark received a BS in Business from the University of Rhode Island and holds the Series 6 and 63 Licenses with FINRA.
We have a truly flat culture and organization at GW&K where the executive team, portfolio managers and traders are all accessible as resources, mentors, and friends. This helps me to thrive professionally and enhances my ability to help advisors make informed investment decisions for their clients.
Year-end is an excellent time to review your estate and financial plan. GW&K’s Wealth Strategist, Melissa Jacoby, shares year-end planning ideas that may offer meaningful tax-savings opportunities in her updated guide.Read Article