As Head of Institutional Services, Mark oversees all facets of Family Office and strategic partner relationships to ensure exceptional and seamless service delivery.  He also serves as the Chief Investment Officer for our non-profit clientele.

Previously, Mark spent over a decade in private wealth management, specializing in alternative, non-market correlated, investments.

 Mark has a bachelor’s degree in economics from Miami University (OH).

 Mark enjoys travel, the beach, tennis, and spending time with his wife, Jennifer, and son, Wynn.