Mark joined RBC Wealth Management in May 2023 after seven years with First Republic Private Wealth Management as a managing director and 15 years at Merrill Lynch/Bank of America as a senior vice president and senior resident director.

RBC Wealth Management is a firm with the highest ethical values and its collaborative, team-oriented culture has proven to be the perfect environment for our team—enabling and supporting us in delivering the level of service our clients deserve.

Mark manages client portfolios and helps his clients determine their longterm financial goals by implementing strategies designed to improve financial wellness. His areas of focus range from early stage investing all the way to retirement planning strategies, wealth transfer and estate planning services. He helps clients gain peace of mind in their financial future by helping them plan and make better decisions about their investing, saving, spending and borrowing. As a financial advisor, everything Mark does is centered around the clients’ best interests and he and his team strive, every day, to serve clients with excellence because we know they rely on us to do so.

Mark, his wife Ricki, their daughter Izabella and their dog Milo enjoy a bi-coastal life, splitting time between the Bay Area and Greater Boston.