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Mark Willoughby, CFA®, CFP®, ACA

Chief Operating Officer, Principal, & Wealth Manager

Mark Willoughby, CFA®, CFP®, ACA2019-09-10T20:33:30+00:00
Mark Willoughby CFA®, CFP®, ACA

Mark advises high net worth individuals, families and fiduciary clients in all areas of wealth management.  In addition, he serves as Modera’s Chief Operating Officer. 

Professional Designations

CFA®, CFP®, ACA

Education

University of Dublin, Diploma in Professional Accounting, Accounting

University of Galway, Bachelor of Commerce, Accounting

Giving Back

Putting in the Legwork for Juvenile Diabetes

On Saturday, October 5, Mark, from our Atlanta office, went to Florida as the leader of a 31-person Georgia cycling team to participate in the JDRF (Juvenile Diabetes Research Foundation) Ride for the Cure on Amelia Island. The 475 riders who participated that day raised almost $2 million in support of diabetes research

What do you value most in your client relationships?

The trust our client families place in our ability to help them make sound financial decisions.

What sparked your interest in financial planning?

Wanting to help real people make prudent financial decisions for their family.

What’s a particularly rewarding example of how you helped to create impact for a client?

Helping a client navigate the loss of her husband at the same time as I had just lost my sister Moira.

What do you enjoy most about working at Modera?

The client relationships and the colleagues I work with and learn from.

How do you do good in your community?

I have been very involved in growing the local Juvenile Diabetes Research Foundation Ride Team since 2014. We’ll have about 80 riders in 2019, raising funds for diabetes research. Type One to Type None.