Mark is the President of Managed Wealth Strategies, LLC, an insurance and financial services firm in Massachusetts. He specializes in wealth building, protection planning, and key executive benefits for business owners and executives, utilizing a strategic financial engineering process.
An active alumnus of the College of the Holy Cross, Mark has previously served as the President of the Holy Cross Club of Worcester. This demonstrates a strong and continued commitment to his alma mater and the local community.
His firm operates under the motto: "Building Wealth and Confidence, One Generation at a Time. "
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