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Mark joined Boston Trust & Investment Management Company in 1998. As Director of Client Relationship, Sales and Marketing, he leads new business development and client retention efforts. He also manages balanced and equity portfolios for institutional clients, principally Taft-Hartley plans. He is a member of the Investment Committee, a Director of Boston Trust and contributes to securities research. Prior to joining Boston Trust, Mark worked at SEI Investments in its Investments Services and Systems Group. He also worked in sales and management at IBM Corporation.
Mark holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society and the CFA Institute. He earned a BA degree, magna cum laude and Phi Beta Kappa, from Colgate University and a MA in Theology from Harvard University.
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