Mark began his career in the New Haven office of Merrill Lynch. After earning the CFP® designation, he left Merrill Lynch to partner with Daryl at Brook Wealth Management. In August of 2022, Mark opened Fezza Wealth Management LLC. He is responsible for guiding his clients through creating and implementing a financial plan that encompasses the principles of wealth building, risk management, tax planning, estate planning, and retirement planning.
He is a CFP® and is Series 7 and 66 registered with LPL Financial. He holds insurance and annuity licenses in several states. He is registered as an Investment Advisor Representative (IAR) with LPL Financial in the state of Connecticut. This allows for more flexibility when dealing with local clients, business owners, and nonprofit organizations.
Mark graduated from Duke University with a Bachelor of Science in Computer Science and holds a Master of Business Administration from Columbia University. Additionally, Mark has a Master of Fine Arts from New York University’s Tisch School of the Arts.
Mark resides in Madison with his wife, Tammy, and their two sons, Caleb and Luke.