As a senior wealth advisor, Mark is an integral member of GW&K’s private client servicing team, responsible for building long-term relationships with new clients directly or through their financial advisors. Through his deep understanding of wealth accumulation and planning techniques, he helps guide clients toward achieving their objectives.

Mark has been a long-time member of GW&K’s private wealth team, starting as a client service associate in 2013. 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.