Mark is a founding partner of Winthrop Wealth. Mark shares oversight responsibilities with his brother Earl. For over 30 years, Mark has been a leader in the creation and delivery of portfolio management solutions, financial planning, and tax management strategies.

 

His experience brings a risk-conscious mindset to our firm by being proactive and prepared for whatever surprises may unfold. He feels that he is, “at his best when the unexpected happens.” Mark is in charge of the firm’s investment committee and oversees the due diligence process.

 

Prior to co-founding Winthrop Wealth with his brother Earl, Mark worked for the Internal Revenue Service in the Tax Shelter Group, a department that investigates tax shelters and investment schemes. He was also the Equity Coordinator for a subsidiary of Travelers Equity. Mark helps maintain our investment philosophy and culture by adhering to processes that work and by avoiding others simply because they are “popular.”

 

Mark is a benefactor to a variety of local community and charitable organizations in the Boston area. He is a member of the American Institute of CPAs (AICPA), the Massachusetts Society of CPAs (MSCPA), and the Connecticut Society of CPAs (CSCPA). Mark holds the Professional Plan Consultant (PPC TM) designation from fi360, Inc., with focused training on plan services and ERISA requirements for employer-sponsored retirement plans.

 

Mark is an avid tennis player and skier. He enjoys spending time with his family and being a spectator at his children’s various sporting events.

 

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Other advisory services offered through Winthrop Wealth, a Registered Investment Advisor and separate entity from LPL Financial.