Mark is a Director in Client Advisory for Pathstone in the Providence, RI Office and oversees performance analysis and asset reporting. Mark is also a shareholder of the firm.

Prior to Pathstone, Mark accumulated almost two decades of industry experience working at Rex Capital Advisors. While there, Mark managed Rex Capital’s performance analysis and asset reporting, overseeing every facet of the performance measurement process on $1.5 billion of assets and over 400 accounts. Additionally, Mark served as Rex Capital’s Chief Compliance Officer for three years. Mark also contributed to Rex Capital’s investment advisory processes by assisting with the screening, monitoring, and due diligence for potential and current investments.

Mark received his Bachelor of Arts in Economics from Princeton University. Mark and his wife, Betsy, have two daughters and live in the Providence Area.