,CFA®, CFP®, ACA
Mark specializes in business owners who are accumulating their wealth and growing their businesses. He understands the complex nature and demands of owning a business and partners closely with his clients to ease some of their burdens. By offering personal investment guidance, tax-savings strategies and long-term financial planning solutions tailored to their unique needs, he helps absorb some of their financial concerns so they can focus on their business goals.
Mark has nearly 30 years of global experience in the wealth management business. He held various senior positions at Deloitte & Touche, Morgan Stanley and JPMorgan Chase, prior to joining Modera Wealth Management in 2001.
Mark brings tremendous corporate and operational leadership, as well as business-building and M&A experience, for his clients. During his time at Modera, he has served in several executive roles such as Chief Investment Officer, Chief Operating Officer, Chief Compliance Officer, and a board member. Mark helped lead the vetting and integration of several RIA firm mergers with Modera. He has worked in three countries and has been a speaker on a range of financial planning and investment management topics.
Mark received a B.S. in Business and Accounting from the University of Galway in Ireland and completed a post-graduate degree in Accounting at the University of Dublin. He holds the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ professional designations. Mark is a member of the CFA® Institute, the Atlanta Society of Finance and Investment Professionals; the Association of Chartered Accountants in Ireland; and an associate member of the National Association of Personal Financial Advisors.
Mark has a passion for raising funds for the Juvenile Diabetes Research Foundation, volunteering in several capacities. In his free time, he enjoys traveling with his family, reading fiction and American history, road cycling, and is an avid supporter of both Liverpool Football Club and the Waterford hurling team. He resides in Atlanta with his wife and young adult children.
What do you value most in your client relationships?
The trusting relationships that we patiently build with our client families – trust that then allows us to help them make sound financial decisions for their families.
What sparked your interest in financial planning?
When I realized I could use my knowledge of finance and investing to help families have peace of mind in this important area of their lives.
What do you enjoy most about working at Modera?
The client relationships I have been so lucky to develop and the camaraderie and community that my colleagues have created at the firm – it’s a special place to work.
Where did you grow up? Where do you live now?
I grew up in small rural town called Lismore in county Waterford in Ireland. I served gas in my Mom and Dad’s (Joan and Con) gas station from the age of 10, and it was just a great place to grow up. Having lived in Luxembourg and then New York City, my wife Johnita and I settled in Atlanta, Georgia in 2003 to be closer to her parents, and Atlanta is where we have raised our two children.
How do you do good in your community?
Since my daughter was diagnosed with Type 1 diabetes at age 6, I have been very involved in the local Juvenile Diabetes Research Foundation (JDRF) Chapter Board, and in particular, helping to grow Team Georgia and South Carolina’s JDRF Ride Team to raise funds to find a cure for this disease. The friendships I have made within the JDRF community will last a lifetime.
Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER®, Associate Chartered Accountant
University of Dublin, Diploma in Professional Accounting, Accounting
University of Galway, Bachelor of Commerce, Accounting
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