As President of Coastal Bridge Advisors, Mark is not just a pivotal member of our executive leadership team, but also a driving force behind our firm’s overall strategy. His extensive experience and exemplary leadership are instrumental in delivering the desired results for our business. Mark brings over 20 years of experience working closely with our advisors and leading the firm’s operational initiatives to ensure that our priorities and solutions continuously support both our valued clients and colleagues. His strategic insight and dedication are evident in every action he takes to drive the firm’s success.

Mark's journey with Coastal Bridge is a unique story. He joined from their acquisition of TrinityPoint Wealth where he played a critical role in putting the transaction together. In May of 2018, he successfully worked side by side with now, CEO Jim Betzig to launch TrinityPoint Wealth establishing the firm as a registered investment advisor.

Before joining Coastal Bridge, Mark served in various roles at our parent company, Focus Financial Partners, for over 14 years. Most recently, he held the position of Deputy CIO. His relationship with Kevin, Bill, Jim and the entire team dates back to 2011 while Mark supported both Coastal Bridge & TrinityPoint as their relationship manager. Throughout his tenure, Mark has demonstrated exceptional capabilities in operations, technology, and relationship management. Prior to his extensive career at Focus Financial Partners, Mark worked at Fidelity Investments where he assisted some of the largest wirehouse advisors in setting up and transitioning their businesses to independence.

Mark resides in Mystic, CT with his wife Dana and their four wonderful daughters: Ava, Emma, Isabelle, and Oliana.