Senior Portfolio Manager
Mark is an experienced wealth management professional focused on helping high net worth individuals and families determine and achieve their financial goals and objectives. This involves Mark’s active participation in Covenant’s investment research effort and portfolio construction. He is also a member of the firm’s Investment Committee. Mark has worked in the financial services industry since 1988 in various positions. Prior to joining Covenant Asset Management in 2013, Mark spent 13 years at AEPG Wealth Strategies, an independent wealth manager, where he served as Chief Investment Officer. Mark received the Chartered Financial Analyst designation in 1998, and he is currently the Chairman of the New York Society of Security Analysts.
Mark has a B.S. in economics from the Wharton School of Business at the University of Pennsylvania and an M.B.A. in finance from the Haas School of Business at the University of California at Berkeley. He lives in Westfield, New Jersey, with his wife Stacey and their two sons.