Mark joined Artemis in March 2018. He is dedicated to helping physicians and high-income families to optimize their cash flow, minimize taxes, and build a plan for long-term financial success.
Prior to joining Artemis, Mark worked with a variety of organizations, including venture-backed startups, Fortune 500 companies, and the federal government. He began his career with The Vanguard Group, where he advised clients on asset allocation and how to construct a diversified portfolio with index funds and ETFs.
Mark is a Certified Financial Planner (CFP®). He earned his B.A. in Economics from Wake Forest University and M.B.A. from Boston College, where he was President of the Graduate Management Association. He has completed the Wake Forest University Certificate in Financial Planning Program and he is also an active member of the National Association of Personal Financial Advisors (NAPFA) and the Boston Estate Planning Council (BEPC).
Mark is intrigued by all aspects of personal finance and writes regularly about the latest research in the areas of retirement, estate, education, tax, and investment planning. You can find most of his writing on his LinkedIn page. He also leads the firm’s Basics of Personal Finance curriculum.
Mark resides in Needham, MA, with his wife and two sons.
