Senior Vice President – Retirement Plan Services
Mark joined Rich as a co-owner of Alpha Pension Group in 2006 and now oversees all client management functions and serves as Alpha’s CFO. Mark has a passion for working with plan fiduciaries using strategic data analytics to measure the success of the retirement plan and for developing action plans towards improving plan health and employee retirement outcomes. He loves to assist plan sponsors in developing initiatives designed to recruit, reward, and retain talent and is always excited to play a role in an organization’s growth strategy.
Prior to Alpha, Mark worked as a financial advisor at New York Life and Eagle Strategies. During this time, Mark gained extensive knowledge about retirement plans and the various service and fee models. He quickly realized the importance of providing transparent, personalized, and cost-effective retirement planning services to help clients negotiate lower fees and get the most value from their retirement plans. Now, while leading Alpha, he continues his mission to provide the best client experience and improve the country’s retirement landscape.
Outside of the office, Mark enjoys spending time with his wife and two children. Mark is an avid Boston sports fan and still believes he has a chance of playing for the Celtics one day.
Education and Professional Designations
Bentley University, B.S. Finance
Accredited Investment Fiduciary® (AIF®)
FINRA Series 6 and 63 securities registrations held through LPL Financial; Series 65 held through Alpha Pension Group, Inc.