Mark holds an undergraduate degree from Middlebury College, a Master of Business Administration (MBA) from Syracuse University, and is a Certified Financial Planner (CFP). He joined Pinnacle in 2019 and has been providing Financial, Retirement, Insurance, and Estate Planning for more than 23 years. In 2021, Mark was named President of Pinnacle Investments with the responsibility for growing the Wealth Management business, including training, recruiting, advisor oversight, and advisor growth initiatives. Mark has also served as a Board Member of Syracuse Stage, the East Area YMCA and the Utica Symphony.
Mark and his family reside in Pompey, NY.
Check the background of this investment professional on FINRA’s BrokerCheck.