As a Wealth Manager, Mark applies his expertise and attention to detail to solving clients’ financial puzzles. He has over 30 years of experience in the wealth management industry.
Mark and the Independence Advisors Team joined Modera in January 2021. Mark joined Independence Advisors in 2006. Prior to joining Independence Advisors, he held positions as Vice President and Investment Advisor at PNC Wealth Management; President and CEO of Bryn Mawr Asset Management, a subsidiary of The Bryn Mawr Trust Company; and a Manager in the Personal Financial Services Group of PricewaterhouseCoopers, LLC. Mark is a Certified Financial Planner Professional and a Certified Fund Specialist. He earned a B.S. in Finance from St. Joseph’s University. In 2011, he served as President of the Philadelphia Tri-State Financial Planning Association and spent a total of seven years on the board.
Mark has been married to his wife, Joan, for 27 years and they have 2 children. Mark enjoys learning about the latest advances in health, nutrition, and fitness.