Former Partner, Vice Chair, and Portfolio Manager
Wellington Management
Dover, MA
Years of Service: 2014–2029

Mark retired from Wellington in 2025 after a 31-year career. In his last role, Mark was an equity portfolio manager on the Global Stewards team. Mark co-founded the approach in 2018. The mandate grew to over $8 billion in 5 years on the back of top decile investment performance and inflows from clients around the world.

Mark joined Wellington in 1994 as a global industry analyst covering the nonbank financial services sector. Thereafter, he served as director of global industry research from 2002 to 2017. Prior to joining Wellington, Mark worked in the corporate finance group at Advest, Inc.

Mark is currently an independent director at Callaway Golf, serving on the Compensation and Nomination & Governance Committees. He is also an independent director at privately-held fintech company, Portrait Research.

Mark earned his MBA from Dartmouth College (Tuck) and his BA in economics from Bates College. He is an FSA Credential Holder, a Chartered Financial Analyst, and a member of the CFA Institute. Mark is a member of the Board of Advisors at The Tuck School of Business, after having served on Tuck’s MBA Council for five years.