About Mark
Along with Mimmy Cooper, Mark founded Cooper Lapman Financial LLC in 2009 to provide financial planning and investment management services to individuals and families. He is excited about continuing his work within Focus Partners Wealth, a larger and well-resourced company.
Mark is on the board of directors and Investment Committee of the Whitehead Institute for Biomedical Research.
What you might not know about Mark: He has run nine marathons. He is a Licensed Flight Instructor. And—consistent with his love of flight—he likes birds! One of his fondest parenting experiences involved breeding 25 zebra finches with his three children. Then, he painstakingly built a new cage for the birds, but it was too large to get out of his basement and had to be dismantled. He learned his lesson on good planning at an early stage.
Education and Professional Milestones
-Harvard University - PhD in history
-Joined Focus Partners Wealth through the firm’s 2023 merger with Cooper Lapman Financial
-Was chief executive officer and chairman of the board and the Investment Committee of Independence Investments from 2000 to 2009, which he helped start in 1982
-Managed equity portfolios along with administering marketing, fixed income, and compliance at Independence Investments
-Started in the financial services industry as a stock analyst in the Portfolio Management Department of John Hancock in 1979
Along with Mimmy Cooper, Mark founded Cooper Lapman Financial LLC in 2009 to provide financial planning and investment management services to individuals and families. He is excited about continuing his work within Focus Partners Wealth, a larger and well-resourced company.
Mark is on the board of directors and Investment Committee of the Whitehead Institute for Biomedical Research.
What you might not know about Mark: He has run nine marathons. He is a Licensed Flight Instructor. And—consistent with his love of flight—he likes birds! One of his fondest parenting experiences involved breeding 25 zebra finches with his three children. Then, he painstakingly built a new cage for the birds, but it was too large to get out of his basement and had to be dismantled. He learned his lesson on good planning at an early stage.
Education and Professional Milestones
-Harvard University - PhD in history
-Joined Focus Partners Wealth through the firm’s 2023 merger with Cooper Lapman Financial
-Was chief executive officer and chairman of the board and the Investment Committee of Independence Investments from 2000 to 2009, which he helped start in 1982
-Managed equity portfolios along with administering marketing, fixed income, and compliance at Independence Investments
-Started in the financial services industry as a stock analyst in the Portfolio Management Department of John Hancock in 1979