Mark is the Managing Partner of Crosspoint Financial Advisors. Mark started his career in 1990 after working three years as an investment banker at Brown Brothers Harriman.
Mark is a financial advisor with several Licenses and Certifications:
- FINRA Series 7 & 63 licenses with LPL Financial
- Life, Health and Variable Annuity Licenses
- Chartered Life Underwriter®
- Chartered Financial Consultant®
In addition, Mark holds an honors degree in Economics and a minor in Business from the prestigious Providence College.
Mark currently resides in Westford with his wife, three children and their two rescue dogs. Mark enjoys yoga, which helps keep him flexible as he is an avid soccer player, still playing competitively in both the over 40 over 50 leagues in Massachusetts. Mark also enjoys collecting sports memorabilia and has a vast sports cards collection. He and his wife are involved with multiple local charities.
Phone: 978-256-4700 x111
The investment professionals at Bay Financial Associates, are registered representatives with, and securities and advisory services offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Crosspoint Financial Advisors is a separate entity from Bay Financial Associates and LPL Financial.
The LPL Financial Registered Representative(s) associated with this website may discuss and or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.