Mark joined Professional Wealth Associates in September 2023, bringing with him over 40 years of experience in the Financial Services industry. Prior to joining PWA, Mark held multiple roles at Swiss Re including Senior Vice President and Actuary for US Operations. Licensed in New York and several other states to represent Life, Accident, and Health Insurance, Mark has developed extensive experience in the insurance field as well as financial planning. In addition to his role at PWA, he serves on the Board of Directors for Wings for Widows, a non-profit organization providing free financial advice for new widows and widowers and is a Fellow of the Society of Actuaries.
Mark graduated from the State University at Albany with a double major in Mathematics and Computer Science.