Mark is a founding partner of Winthrop Wealth. Mark shares oversight responsibilities with his brother Earl. For over 30 years, Mark has been a leader in the creation and delivery of portfolio management solutions, financial planning, and tax management strategies. His experience brings a risk-conscious mindset to our firm by being proactive and prepared for whatever surprises may unfold. He feels that he is, “at his best when the unexpected happens.” Mark is in charge of the firm’s investment committee and oversees the due diligence process. Prior to co-founding Winthrop Wealth with his brother Earl, Mark worked for the Internal Revenue Service in the Tax Shelter Group, a department that