About

Mark has over 30 years of experience in the financial services industry, joining CNB Wealth Management in 2009. As Senior Wealth Advisor, he participates in setting investment policy standards and strategies within the group. Mark manages portfolios for high-net-worth, trust, and institutional clients, guiding them through the process of identifying personal objectives for wealth management, and developing appropriate investment portfolios and strategies to help meet those goals.

Mark began his investment career in 1987 as a fixed income specialist for the Chase Manhattan Bank. During his 13 years there, he served as a securities analyst and a portfolio manager with responsibility for nearly $1 billion in short- and intermediate-term fixed income assets. In January 2000, he left Chase to become an investment manager at M&T Bank, where, as the senior investment officer for the bank’s Rochester division, he managed $250 million in equity and fixed income portfolios for high-net-worth individuals and institutions.

Mark is a native of the Rochester area and is married with 3 sons.

Education

Bachelor of Arts (BA) in Economics – 1986, University of Rochester
Masters of Business Administration (MBA) – 1987, University of Rochester, William E. Simon Graduate School of Business Administration

Professional

Literacy Volunteers of Rochester, board member since 2018