First Vice President Investment Officer, Director of Research 508-591-6211 email@example.com
Mark served as a Credit Analyst at BayCoast Bank prior to joining Plimoth
Investment Advisors in 2009. He has served in a number of roles at Plimoth within
equity research and analysis, trading and portfolio management. Following his
promotion to First Vice President, Investment Officer & Director of Research in
2020, Mark directs the group’s investment research activities across asset classes. He
works closely with clients in establishing appropriate asset allocation policies and
Mark holds a Bachelor’s Degree from the University of Massachusetts – Amherst.
He has also received a Masters of Business Administration from the University of
Massachusetts – Dartmouth. Mark holds the CFP® (Certified Financial Planner)
designation from the Certified Financial Planner Board of Standards, Inc., and is a
2020 Level II Chartered Financial Analyst candidate.
Mark is a strong community advocate and was awarded the John F. Brayton Jr.
Memorial Community Service Award by the Bristol County Chamber of Commerce
in 2016. Mark currently serves as President of the Greater Fall River Community
Soup Kitchen, First Vice President of the Fall River Historical Society, a member of
the YMCA of Fall River Board of Advisors, and was Past President of the Lions Club
of Fall River and of the Animal Rescue League of Fall River. Mark and his wife,
Crystal, have two daughters and a son who keep them busy. They currently live in
Mattapoisett with their rescued Vizsla named Lucy. When Mark has free time, he
loves to golf, follow his favorite sports teams, and is an avid movie buff.