Mark leads the firm’s client relationship and business development efforts and manages multi-asset and equity portfolios for institutional clients. He is a member of the Boston Trust Board of Directors and serves on the Investment and Audit & Risk Committees.
Mark began his career in 1981 and joined the firm in 1998. Previously, he worked at SEI Corporation in its Investments Services and Systems group. He also worked for twelve years in a variety of roles at IBM Corporation. He earned a BA degree, magna cum laude and Phi Beta Kappa, from Colgate University, and an MTS degree in Theology from Harvard University. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston and the CFA Institute.