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Senior Vice President
Mark is responsible for transitioning breakaway advisors and clients for the elite teams who form independent RIAs through the Focus Independence program. In addition to this role at Focus, Mark is tasked with conducting periodic on-site evaluations of the existing operational system infrastructures across Focus Partner firms and recommending changes where prudent.
Prior to Focus, Mark worked in various roles in Fidelity Investment’s Institutional divisions, most recently as an Implementation Manager for some of the largest teams in the industry that opted for independence. In this position, Mark collaborated on over 50 transitions, working with the RIAs’ custodian(s) and systems providers to move more than $7 billion in assets. More than half of these transitions were breakaway brokers lifted out of the major wirehouses, which is an area Mark specializes in, helping these entrepreneurs achieve optimal independence. Prior to joining Fidelity, Mark worked as an Investment Specialist at Banc of America Investments Services, Inc. where he was responsible for coordinating strategic planning and analysis for the senior management team.
In his spare time Mark enjoys spending time with his wife Dana and two daughters Ava and Emma.