The independent wealth management model is the perfect home for Mark’s ambitious and entrepreneurial spirit. “It’s exciting to be part of this small tight-knit group that, together, can only succeed. We’re building something brighter, bigger and with a long-term foundation, alongside our clients in a true partnership,” says Mark.
- As portfolio manager, Mark heads the design, trading and management of equity, fixed income, and alternatives portfolios. This includes refining our model portfolio sleeves by mapping technical indicators on top of thorough fundamental analysis. He also evaluates and monitors third-party investment manager activity.
- In addition, Mark steers our investment consulting team discussions on the markets and economy and leads investment performance reviews.
A native of Connecticut and a U.S.-Swiss dual national, Mark has lived up and down the east from Stowe, VT to Richmond, VA. Transitions in his career have happily brought him to Maine, a place he now calls home.
- Mark has over two decades of experience in investment management, research, strategy and trading holding high-level positions at the nationally-recognized firms of UBS, Allianz and National Life Group.
- Most recently, Mark deepened his portfolio management skillset in wealth management, having jumped from the institutional asset management side for much of his career, by heading the fixed income investment and trading efforts at investment advisor HM Payson (now Corient as their Director of Fixed Income.
- Building on his career start in equity research, Mark shares, “I’ve always appreciated the different lenses investors gaze through to analyze risks and returns depending on the asset class.”
With a commitment to making a positive impact on his community, Mark is a proud supporter of various organizations, including United Way of Southern Maine, Camp Susan Curtis, the American Heart Association, the Clarina Howard Nichols Center, Stowe Land Trust, and Lamoille County Players.
