Mark Forkey

Enthusiast
DISC Type : i

Vice President, Investment Consulting at SageView Advisory Group

Boston, Massachusetts, United States

Overview

Mark Forkey is the Vice President of Investment Consulting at SageView Advisory Group, where he serves as a stated fiduciary. He provides in-depth analysis of retirement plan investments to assist clients with their fiduciary decisions. He is a graduate of Framingham State University with a degree in History.

While his professional life is well-documented, public information regarding his personal hobbies and activities is limited. He has a keen professional interest in major financial firms like Vanguard and Capital Group, suggesting he follows market leaders and investment trends closely.

His expertise includes serving as a stated fiduciary to retirement plans under the specific ERISA Sections 3(21) and 3(38).

Personality Overview

Amiable & Agreeable

Optimistic

Consensus Focused

They tend to be agreeable by nature, so take their promises with a pinch of salt.
  They prefer to build relationships rather than staying totally transactional. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Fiduciary Responsibility
His work is centered on helping clients manage their fiduciary duties for retirement plans, specifically under ERISA Sections 3(21) and 3(38).
Investment Policy
A core part of his role is delivering and implementing defensible investment policy statements and monitoring processes for clients.
Retirement Plan Analysis
His primary focus is conducting deep analysis of retirement plan investment options to support clients in their decision-making.

Media Appearances

Mark Forkey – Profile – SageView Advisory Group. Featured in SageView Advisory Group

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SageView Investment Committee – Member Mark Forkey, Vice President, Investment Consulting. Featured in SageView Advisory Group

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Work History

1-2025
Vice President, Investment Consulting at SageView Advisory Group
10-2008
Senior Investment Advisor at SageView Advisory Group
3-1999 - 10-2008
Vice President, Investment Services at Cammack LaRhette Consulting
Senior Operations Officer at State Street Bank
Account Executive at Prudential Financial

Education

1987 - 1992
History from Framingham State University

More Information

Social Presence :

Prographics :

Exp : 26 Location : Boston, Massachusetts, United States Job Level : Senior Designation : Vice President, Investment Consulting at SageView Advisory Group
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Insights For Selling To Mark

During A Call Or A Meeting

DO's

  • Ask them how their day is going or exchange some other pleasantries
  • Refer to interesting customer testimonials and stress on great customer experience
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t be excessively objective, be like a storyteller with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mark is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Mark

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Mark move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Mark take some risk or not?

  • They can take some low-probability risks if needed.

You And Mark

Personality Compatibility


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