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Mark is the founder and CEO of Beacon and has over thirty years of experience giving financial guidance to high net-worth individuals and families. He began his professional career at the "Big Eight" accounting firm Touche Ross and Company (Deloitte and Touche), where he honed his financial forecasting skills as a Municipal Bond Specialist. Later, Mark worked as Chief Financial Officer and Head of Worldwide Field Operations at Apogee Networks, an international software company.
Since founding Beacon, Mark has applied his tax efficiency expertise to the dynamic management of clients’ investment portfolios, financial planning, retirement, estate planning, insurance, tax, and customizing investment strategies for high net worth clients. Learn more here.