Vice President, Investments
Mark has over 30 years of experience in Finance, Investments and Accounting. He works closely with his clients to plan and implement solutions so they can achieve their goals.
Prior to joining Moors & Cabot, Mark was a Financial Advisor for 13 years at various firms, including Morgan Stanley, Merrill Lynch, Prudential, and Strategies for Wealth (Guardian). During that period, he helped individuals and families achieve their goals in all areas of investing and financial planning including investment management, retirement and estate planning, and managing cash flow, insurance, and liabilities.
Prior to his wealth management career, Mark was an International Tax Advisor for PwC, Arthur Andersen and EY, and a Finance Officer for the United Nations in New York and Baghdad, Iraq.
Mark is a graduate of Columbia Business School (MBA) and Bernard Baruch College, CUNY (BBA), both in New York. He lives in Norwalk, CT and has two daughters in college. In his spare time, Mark enjoys playing tennis and squash, and coaching youth soccer. He also serves on the boards of several non-profit organizations including the Norwalk Senior Center, Norwalk Junior Soccer Association and First Presbyterian Church of New Canaan.
Background and qualification information is available at FINRA's BrokerCheck website
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