As a Senior Analyst, Mark conducts economic research to help guide Pathstone’s Investment Strategy Team in their tactical investment decisions. His primary responsibilities include communicating the firm’s investment outlook and updating the firm’s Capital Market Assumptions and Market Cycle Dashboards.
Previously, Mark served as an Advisor at Federal Street Advisors where he was responsible for implementing investment solutions and handling the day-to-day client-related operations including performance reporting, preparation of meeting materials, and a wide range of client requests, helping to meet each client’s unique needs. Prior to that he was part of the implementation team at athenahealth, Inc. in Watertown, MA.
Mark earned his B.S. in Mathematics with a Minor in Economics from Bates College, where he was a captain of the Varsity Men’s Lacrosse team. He is a CFA® charterholder and a member of the CFA Society Boston.