Mark grew up in Carmichael, CA, and after attending Jesuit High School, he went on to receive a bachelor’s degree in Finance from Boston College. He then moved to New York City to begin work on the equity trading desk of a UK/German investment bank in 1998. He worked on the proprietary trading desk as well as facilitated business for some of the largest firms in the country. His next move was to London to pursue a role in sales trading in order to strengthen client relationships. After 10 years living abroad, Mark decided to move back to California permanently to pursue a career helping individuals and families plan for their financial future.
In his downtime, Mark enjoys outdoor activities such as golfing, running, and swimming, as well as travel and reading. Since moving back home, he has been looking for opportunities to become more involved in helping the community.