Mark heads the newly formed, BNYM Direct, a digitally focused investment offering serving the investment needs of the Mass Affluent client segment. Drawing upon his three decades of experience in Financial Services, Mark is spearheading the development and introduction of a hybrid digital platform for both consumers and advisors as part of a firm wide effort to expand our Model distribution businesses.
Prior to BNYM Direct, Mark was the Regional President in New York, Tristate, and prior to that, Mark was a Managing Director in Wealth Management, also in the New York Region.
Mark holds the Certified Financial Planning (CFP) designation.
Mark graduated from Drew University and received his MBA from Fordham University at Lincoln Center. A resident of Manhattan and Westport, CT, Mark is an active member of the community and has served as a board member for the Westport Library, the Business Council for the Fairfield County Community Foundation and the Business Council for the United Way of Greenwich. Mark currently serves as a member of the Board of Directors for Summer Search, a National organization serving underprivileged high school students, and the Professional Advisors Council for Lincoln Center.