Mark is a founding partner of Winthrop Wealth. Mark shares oversight responsibilities with his brother Earl, and our Senior Leadership team. For over 30 years, Mark has been a leader in the creation and delivery of portfolio management strategies, financial planning, and tax management strategies. Mark continues to work directly with many of our clients to provide advice and service as an advisory representative of Winthrop Wealth.

His experience brings a risk-conscious mindset to our firm by being seeking to be proactive and prepared for whatever surprises may unfold. He feels that he is, “at his best when the unexpected happens.” Mark, along with our Co-CIO, runs the firm’s investment committee, which helps define the Firm’s investment strategies 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 in his experience 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®) 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.