Mark is a Managing Director and a member of the Boston Trust Board of Directors. He leads the firm’s client relationship and business development efforts and is a member of the Securities Research and Audit & Risk Committees. He also manages multi-asset and equity portfolios for institutional clients.
Prior to joining the firm in 1998, Mark worked at SEI Corporation in its Investments Services and Systems group. He also worked for twelve years in a variety of roles at IBM Corporation. He earned a BA degree, magna cum laude and Phi Beta Kappa, from Colgate University, and an MTS degree in Theology from Harvard University. He holds the Chartered Financial Analyst® designation, and is a member of the CFA Society Boston and the CFA Institute.