Mark leads the management, strategic initiatives and business development of Fiducient Advisors’ Boston office in addition to providing Senior Consultant services. Mark is also a member of the firm’s Discretionary Committee.
Prior to joining the firm in 2018, Mark was Managing Director and Head of Clearbrook Investment Consulting’s Advisory Practice where he served corporate, nonprofit and high net worth clients. Mark also served as a Managing Director in the Boston office of CRA RogersCasey and as Chief Investment Analyst for the Pension Investment Division of the Massachusetts State Treasury. Mark received his BBA degree from Southern Methodist University and his MBA from The University of Texas at Austin. He is a CFA® charterholder, a member of the CFA Institute, and a member of the Boston Security Analysts Society. Mark is also the Former Chair of the Board of Notre Dame Academy in Hingham, Massachusetts. With his free time, Mark is an avid golfer, dabbles in sailing and is a proud dad of two daughters.