Mark has over 20 years of experience in the financial services industry with firms such as Merrill Lynch, UBS, and New England Investment & Retirement Group. He is skilled in security research, analysis, selection, and trading. Mark builds and manages customized investment strategies and implements Manchester’s proprietary model portfolios. He has an MBA from Fordham University and a BS in Finance from the University of Rhode Island.

A native New Englander now enjoying the year-round outdoor benefits of the West Coast, Mark enjoys his lifelong passion of sailboat racing on Santa Monica Bay, keeping active on the running circuit, swimming, and cycling the hills of the Conejo Valley.