Mark joined the team in 2018 with nearly a decade of experience in the financial services industry. He is responsible for assisting the team’s efforts in managing client investments through portfolio construction, research, and trade execution. Mark’s input enables the team to make informed investment decisions designed to preserve and grow family assets for current and future generations. A knowledgeable and efficient problem-solver, Mark is deeply committed to serving the complex financial needs of the team’s clients. Previously, Mark spent several years as a financial advisor at Merrill Lynch and as a sales consultant at Deutsche Asset Management. He began his career at UBS working wit