Mark founded Managed Wealth Strategies, LLC in 2006 and has been advising clients since 1988. He has built Managed Wealth Strategies into a thriving firm specializing in individual, group, and corporate planning for professionals and high-net-worth individuals as well as assisting families in reaching their financial goals. Mark identifies his ability to better his clients’ fiscal lives while lessening financial worries as his biggest strength and says that engaging with clients to protect and build financial well-being is the best part of his job.
Mark is a 1987 graduate of College of the Holy Cross where he earned his Bachelor of Arts. He went on to complete graduate coursework in marketing and accounting at the Harvard University Extension Program. Mark holds the following Insurance Broker Licenses: Series 65, Series 7, Series 6, Series 63.
Mark’s primary priorities are his faith and family. He lives in Shrewsbury, MA with his wife Beth and 4 children – Andrew, Allison, Grace, and Kathleen. In his spare time, he enjoys boating, traveling and most of all, spending time with his family.
Service Work, Committees, and Awards:
- Appointed to Board of Corporators at Bay State Savings Bank – since 2013
- Formerly served on the Washburn Fund Finance Committee Board
- Elected and Served on the Saint Mary’s School Board of Trustees
- Elected and Served on the St. Mary’s Parish Council Finance Committee
- Lead Fundraiser of the Forward in Faith Campaign
- National Quality Award (1994-Present)
- Lifetime member of the Million Dollar Round Table – MDRT-A Qualifying Worldwide Trade Organization for Financial Advisors – 30 years
- Lifetime member of Top of the Table
- President’s Council – 17 years
- Top 10 Forbes Shook Best-in-State Financial Security Professionals – 2023
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA insurance license #0H43192.
