Mark joined the firm in 2002, and has over 16 years of experience in investments and wealth management. He is responsible for helping to oversee business development for the New England region. In addition, on behalf of clients, he coordinates the firm’s investment management, estate planning and tax planning services. Prior to his current role, Mark was a senior financial advisor for a Boston-based boutique money management firm.
Mark graduated with a degree in finance from Georgetown University and currently resides in Winchester, MA with his wife, Meagan, and two daughters.
Jim has spent his entire 29 year career in sales and marketing. He learned the business by working his way up through a variety of positions with a large grocery chain over a 12 year period, culminating in store director of 3 incrementally larger stores before becoming a marketing executive for the 125 store chain.
Jim is a successful entrepreneur and is currently CEO of Executive Training Solutions, LLC, an executive, sales, and sales management training provider specializing in teaching executives and sales leaders with complex solutions. Jim is also founder and CEO of 1st Wave Sales & Marketing, a 5 year old successful sales and marketing firm that provides senior level sales assistance, on an outsource basis, to technology solution providers. Previously, Jim was Senior Vice President of Sales and Marketing for the leading provider of e-Marketing and e-Commerce solutions to the grocery industry, Vice President of Sales for a firm providing electronic marketing solutions to retail grocers, and Director of Sales for a technology firm also providing leading edge technology solutions. After leading the national and private brand sales efforts for a major division of Sara Lee with key account responsibilities for Wal-mart, Food Lion, and Pathmark, he served as Director of Sales for electronic services at News American Marketing specializing in loyalty marketing and stored value systems.
Jim holds a BBA in Marketing, an MBA in Management, and a second Masters (of Science), in Business Computer Information Systems, from Baruch College in New York City. Jim believes in continuous lifetime learning and has completed multiple private training programs to improve his sales and leadership skills including Dale Carnegie, Tom Hopkins, Karris Negotiations, Professional Selling Skills, and Sandler Training Systems. He serves as a mentor for the Merrill Lynch IPO challenge (Jim’s team defeated 89 other teams to win the 2005 IPO Challenge and received $60k in prize and seed money, which he used to start 1st Wave) and teaches undergraduate, graduate and honors students’ sales and marketing strategy. He is also a judge and advisor for the Executive MBA business plan finals and is a member of the Executives-On-Campus program. He is also a mentor for UMass’ Entrepreneur Initiative and a mentor and board member of Valley Venture Mentors.