“I’m passionate about helping clients successfully navigate through the complexities associated with their wealth. Our open and independent-minded environment at Lexington Wealth provides us flexibility in serving our clients.”
As a Director of Family Wealth & Estate Planning at Lexington Wealth Management, Mark guides clients in many areas of wealth, including investments, financial planning, and estate planning. He brings more than 30 years of experience to his work with clients and is an active voice on Lexington Wealth’s investment committee.
Previously, Mark served for 14 years as a Director and Family Wealth Advisor in Wells Fargo’s Boston Family Wealth office (formerly Calibre Financial Services). He led client engagements with a specialization in financial and tax planning, working with families that extended into the ultra-high-net-worth category.
He has served as Director of the Personal Financial Services group for Coopers & Lybrand in Boston. He was affiliated with Price Waterhouse for 14 years, where he was the lead personal financial planning and individual tax specialist for their Hartford office.
Mark is an Adjunct Professor at Bentley University, teaching Professional Financial Planning Practice, in the Master of Science Financial Planning program. He received his Bachelor of Science degree from Providence College and a Master of Business Administration degree from Bryant University.
He was awarded the Personal Financial Specialist (PFS) designation by The American Institute of Certified Public Accountants (AICPA). Mark was also awarded The Accredited Estate Planner (AEP) designation by The National Association of Estate Planners & Councils.
Mark and his wife, Kit, live in Hopkinton. He is a golfer and Boston sports fan.