Senior Vice President - Group Manager, Investment and Financial Planning Services
Mark has over 25 years of experience in the financial services industry. He joined Canandaigua National Bank & Trust’s Wealth Strategies Group in 2009. As Group Manager of Investment and Financial Planning Services, Mark is responsible for setting investment policy standards for CNB's Wealth Strategies Group, and overseeing the activities of the other investment and financial planning professionals within the group. Additionally, Mark manages portfolios for high-net-worth, trust and institutional clients, guiding them through the process of identifying personal objectives for wealth management, and developing appropriate investment portfolios and strategies to help meet those goals.
Mark began his investment career in 1987 as a fixed income specialist for the Chase Manhattan Bank. During his 13 years there, he served as a securities analyst and a portfolio manager with responsibility for nearly $1 billion in short- and intermediate-term fixed income assets. In January 2000, he left Chase to become an investment manager at M&T Bank, where, as the senior investment officer for the bank’s Rochester division, he managed $250 million in equity and fixed income portfolios for high-net-worth individuals and institutions.
Mark is a native of the Rochester area and is married with 3 sons.
Bachelor of Arts (BA) in Economics – 1986, University of Rochester
Masters of Business Administration (MBA) – 1987, University of Rochester, William E. Simon Graduate School of Business Administration
Church Youth Group, leader of monthly group for dads and sons
Flower City Work Camp, annual volunteer as adult leader for youth team since 1998