Mark P. Purcell
Director
Mr. Mark Purcell is responsible for the investment strategy execution of client portfolios and the support of day-to-day inquiries of high-net-worth clients. He works closely with the advisors and their clients.
He also manages corporate and client-specific reporting capabilities and plays a lead role in the implementation of new technology that supports the efficiency of the firm and provides an advanced level of capabilities for clients.
Mark Purcell earned a Bachelor’s degree in Real Estate Finance from Syracuse University and is currently pursuing his CFA Level 1 designation.