Mark has worked in financial services for over 35 years, 25 of them in an investment advisory capacity at LBA. He believes that it’s important to learn about clients’ circumstances and life goals in order to help them meet those goals by investing their portfolios in appropriate securities.
In addition to overseeing investment portfolios, Mark helps clients manage their finances and provides holistic advice on a range of investment issues. For example, his extensive knowledge and experience in residential real estate give him unique insight into markets, which he uses to advise clients in buying and selling their homes.
Prior to his arrival at LBA, Mark worked at Bank of New England, where he was an officer in Custody Services. He is a graduate of the University of Massachusetts–Boston with a BA. He notes, “I come from a working class background and was the first in my family to finish college, so I have a solid understanding of just how important financial planning is.”