Mark is a Partner and Financial Consultant with CCR Wealth Management. He joined CCR in 2003 and was instrumental in developing the client service model currently in use at the firm. With extensive experience in wealth management and a focus on family business and succession planning, Mark is an advisor to both high net-worth families and CCR's largest institutional clients.

Prior to joining CCR, Mark was an advisor at Morgan Stanley, where he specialized in wealth management for high net-worth individuals and developed a mentorship program for new financial advisors. Before being recruited by Morgan Stanley, Mark was an advisor at Smith Barney, where he earned the Retirement Plan Specialist designation.

Having earned a Bachelor of Science degree from Cornell University, Mark is an Investment Advisor Representative and holds the Series 7, 63, and 65 securities registrations. Mark earned the Accredited Investment Fiduciary Professional designation from the Center for Fiduciary Studies. The AIF designation certifies that he has specialized knowledge of fiduciary standards of care and their application to the investment management process. Mark has been accepted into the Forbes Finance Council. He was vetted and selected by a review committee based on the depth and diversity of his experience as well as his personal and professional achievements and honors.

A member of the firm’s Investment and Compliance Committees, Mark also heads CCR’s Financial Consultant Group and Charity & Community Responsibility Committees. He puts his financial expertise to work for multiple non-profits and currently sits on the Board of Directors and the Executive Committee of the UMass-Harrington Health Care System and is a member of the Pension and Investment Committee for the UMass Health Care System. He is a member of the Massachusetts Hospital Association, the Cornell Hotel Society and Friends of Cornell Football, Whitinsville Golf Club, and Harbour Ridge Yacht and Country Club in Florida.

He plays bocce at and is on the Board of Directors of the Italian American Associates Club of Southbridge and has been selected for the American Express Research Community. Mark enjoys golf, boating, and travel, and spending time with his wife, family, and friends.