Mark joined Regency Wealth Management in 2019, bringing more than seven years of industry expertise in the areas of private wealth management, investment research, manager due diligence, portfolio construction and trading operations.
Prior to joining Regency, Mark worked for a regional, NJ-based asset management firm where he developed and constructed an outsourced CIO platform, adopted nationally by six advisors resulting in $200 million of assets under management. His prior experience also includes roles in investment research, financial planning and investment due diligence at several NJ-based registered investment advisory firms.
Mark graduated with honors from the Rutgers Business School in New Brunswick, NJ in 2012 and has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2015. He is also a CFA Charterholder.