and PRINCIPAL PORTFOLIO MANAGER
Mark is Co-Founder, Managing Director and Partner of Milestones Private Investment Advisors LLC. He has over 25 years of professional experience, with more than a dozen years focused on advising private investors nationwide. Mark serves as the firm's Principal Portfolio Manager. He has been instrumental in portfolio management and in private financial advisory practice for much of his career, formerly as a Vice President of Investments at one of the largest wealth and investment management firms in the United States . Prior to that, he served in a management advisory role to leading Fortune 500 companies and government agencies.
Mark graduated with a Bachelors of Science in Applied Mathematics from the Rochester Institute of Technology (R.I.T.) with a Minor in Industrial Engineering, a concentration in Physics, and additional studies in Economics. While at R.I.T., Mark achieved a university-wide ranking for mathematics –top 1% of all S.T.E.M. students . He later completed targeted studies in Strategic Finance at Harvard Business School. Mark became an Accredited Asset Management Specialist(℠) from the College for Financial Planning® in 2004 and he places an emphasis on the value of tax planning, wealth transfer and estate planning, and asset risk management.
"Milestones is an innovative financial services company and SEC Registered Investment Adviser based in Upstate New York," says Mark. "We have engineered a highly adaptive methodology for investing that aims to enhance the experience and outcome for the investor. Moreover, we are creative problem solvers who take the fiduciary standard to heart. We listen carefully to what our clients need, orchestrate the involvement of pertinent specialists, and then we work hard to identify potential new opportunities that others may have missed.”