Mark joined Windrose Advisors in 2023 as a member of the Client Service and Operations team, bringing with him a strong foundation and familiarity with the firm, having previously interned with Windrose in 2022. His prior experience made him a welcome and well-known face in the office, allowing for a seamless transition into his full-time role.

In his current position, Mark focuses on fund and client performance reporting and analysis, cash management, and broader client administration. He works closely with the Client Service and Investment teams, as well as with third-party vendors, custodians, and investment managers to coordinate valuations and other key investment data. He also plays a supporting role during the year-end audit and tax documentation process.

Mark earned a Bachelor of Science in Business Administration from Northeastern University, with a concentration in Finance and a minor in Entrepreneurial Startups. Outside of work, he enjoys golfing, skiing, and spending time with friends, family, and his two dogs.