With over two decades of financial industry experience, Mark is a CERTIFIED FINANCIAL PLANNER™ professional* and Managing Partner with Private Wealth Partners, LLC. He began his career with Legg Mason Wood Walker in their Private Client Group. In 2006 he joined Smith Barney as a result of their merger with Legg Mason before joining Private Wealth Partners, LLC in 2007.
Mark holds a bachelor’s degree in finance from Loyola College. While there, he served as Captain of their nationally ranked lacrosse team and received the scholar-athlete and leadership awards for the program.
In addition to his work at Private Wealth Partners, LLC, Mark has previously served as president of the St. Mary’s Alumni Association Board of Directors. Currently, he serves as president of the St. Mary’s Royal Blue Club Board of Directors, and he is also a coach for the Annapolis True Lacrosse Club. He and his wife, Gail, live in Annapolis with their three children, Benjamin, Lily and Drew.