Mark focuses on the development and maintenance of wealth management, family office, and RIA relationships in the United States.
Prior to joining Adams Street, he was a Planning Consultant at Fidelity Investments, where he advised high-net-worth clients on portfolio construction, asset allocation, and long-term financial planning. Previously, he held roles at Fidelity Investments as a Relationship Manager and Financial Representative and began his career as a Financial Representative at Northwestern Mutual.