Mark is a co-founder of the Beacon Pointe Boston office, where he is both Partner and Managing Director. With over 25 years of experience, Mark leads a dedicated team of private wealth professionals in the regional office. Mark is co-chair of the Diversity, Equity & Inclusion Committee for Beacon Pointe Advisors and is very passionate about values-based investing. Mark holds an honors degree in Business Studies from Ulster University, a Certificate in Export Marketing from the University of San Francisco, a Diploma in Philosophy from St. Patrick’s Seminary, and is a Certified Financial Planner™ (CFP®). Mark values collaboration, collegiality, and integrity in the process of positively impa