Mark brings more than twenty-five years of experience to his work designing, implementing and managing investment portfolios for high net worth individuals and their families, and for investment committees of charitable foundation clients. He is a voting member of Pathstone’s Investment Committee and a partner of the firm. Mark is also the Chair of the Impact Committee and a member of the Alternatives and Strategy Investment Subcommittees.
Mark joined legacy firm Federal Street Advisors from Scudder Investments/Deutsche Bank where he oversaw product analysis for the mutual fund business. He previously led asset allocation and manager selection research at LPL Financial, and headed up marketing at Travelers Investment Management Company.
Mark obtained his undergraduate degree from the Colorado College and his MBA from the University of Connecticut. He is a CFA® charterholder, and a member of the Boston Security Analysts Society.