About Mark
Mark assists the Manager of Financial Planning with the development and implementation of financial planning solutions for clients. He also works with the Wealth Management Team on all aspects of client relationship management, including facilitating the preparation of client meetings and collaborating on follow-up actions to ensure client needs are met.
An avid outdoorsman, Mark spends much of his free time snowboarding, mountain biking, boating, and playing pickleball. Mark grew up in Voorheesville and currently resides in Ballston Lake with his girlfriend, Molly.
Education and Professional Milestones
-SUNY Plattsburgh - bachelor of science in business management
-SUNY Albany - master of business administration with a concentration in finance
-Worked with two multifamily offices in Saratoga, focusing on estate planning, performance reporting, and tax preparation and planning
Mark assists the Manager of Financial Planning with the development and implementation of financial planning solutions for clients. He also works with the Wealth Management Team on all aspects of client relationship management, including facilitating the preparation of client meetings and collaborating on follow-up actions to ensure client needs are met.
An avid outdoorsman, Mark spends much of his free time snowboarding, mountain biking, boating, and playing pickleball. Mark grew up in Voorheesville and currently resides in Ballston Lake with his girlfriend, Molly.
Education and Professional Milestones
-SUNY Plattsburgh - bachelor of science in business management
-SUNY Albany - master of business administration with a concentration in finance
-Worked with two multifamily offices in Saratoga, focusing on estate planning, performance reporting, and tax preparation and planning