Managing Partner, President
As Managing Partner and President, Mark provides leadership for the firm’s strategy and overall operations. Additionally, he works with corporate and nonprofit retirement plans, endowments and foundations and private families. Mark was a founder of Fiduciary Investment Advisors, LLC, which combined with Fiducient Advisors in 2020.
Mark has served on and chaired multiple nonprofit boards and investment committees, including Northfield Mount Hermon, McLean, Hartford Healthcare and Ellsworth Foundation and serves as a corporator for both the Greater Worcester Community Foundation and the Horace Bushnell Memorial Hall. He has also served on the corporate pension committees as a fiduciary for both UBS Financial Services, Inc., and Novartis Corporation. Mark has been in the industry since 1990 and has received many industry recognitions for his contributions. He regularly speaks at industry conferences, has chaired the P&I inaugural Healthcare Summit and two P&I OCIO Conferences. He has been published numerous times in publications such as PLANSPONSOR Magazine and PIMCO’S DC Dialogue. Mark earned his MBA from the Tuck School at Dartmouth and a BS from the University of Vermont. He enjoys family time, biking, ice hockey and fishing.