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 Vice President and Investment Officer. In this role, 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.
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
Native of the Rochester area
Married with 3 boys
Board of Directors – Open Door Mission
Annual volunteer as adult leader for Flower City Work Camp youth team since 1998