Joined
GW&K 2013
Industry
Experience 15 Years
Mark is a wealth advisor in GW&K’s private client group. He is responsible for building long-term relationships with new clients directly or through their financial advisors. He helps clients build portfolios to meet their specific investment objectives and provides ongoing service.
Mark started as a client service associate in GW&K’s private client team in 2013 and was soon promoted to senior client service associate. He entered the investment industry in 2009 as a corporate actions global custody specialist at the Bank of New York Mellon Financial Corporation. He later moved to a portfolio administrator position at Mellon, where he assisted with the oversight of client accounts.
Mark received a BS in Real Estate and Economic Development from the University of Connecticut and is a CFA® charterholder. He is a member of the CFA Institute and the CFA Society Boston. Mark is also a CFP® professional.
As a relationship manager, having GW&K’s diverse collection of strategies helps me to structure portfolios that best match a client’s risk tolerance and meet their needs for income and growth. As a client’s life goals or objectives change, I have flexibility to make allocation adjustments among asset classes using the full complement of GW&K strategies. Clients really appreciate the flexibility and resources that I can offer them.