Senior Wealth Management Advisor
Mark joined Little House Capital in June, 2022 founding the newest office located in Bedford, NH. He is focused on helping clients achieve their financial goals by gaining an understanding of their needs and objectives which allow him to tailor unique solutions. Mark brings nearly thirty years of wealth management experience to Little House Capital and its clients.
Prior to joining Little House, Mark was the Senior Vice President and Trust Team Leader for New Hampshire Trust Company in Concord, NH, where he led a team of six Trust Officers, managed a number of client relationships and was responsible for new business development efforts. Before that, Mark worked for People’s United Bank as the Senior Vice President and Regional Manager for the Wealth Management teams in Portsmouth and Manchester.
Mark also worked at US Trust at Bank of America as a high net-worth client relationship manager, leading the team in servicing clients with assets totaling over $1 billion in Manchester, NH. He worked as a trust officer serving clients in Massachusetts and New Hampshire with Shawmut Bank, Fleet Bank and Charter Trust. Regardless of whether his clients had a net worth of several hundred thousand dollars or several hundred million dollars, Mark placed his clients at the center of all of his activities, to help them be successful.
Mark has a BA from Roger Williams University in Political Science with a minor in Economics. He also graduated from the American Bankers Association National Graduate Trust Schools at Northwestern University and earned the designation of Certified Trust and Financial Advisor in 2000. Mark is a graduate of Leadership Seacoast, class of 2005 as well as Leadership New Hampshire, class of 2017. He also holds FINRA Licenses Series 7, 65 and 66.
Mark has the served on the boards of the following non-profits:
- Chair of the Board of the Manchester Community Music School, 2021-present
- Board member of the Manchester Community Music School, 2016- present
- Current Chair of the Holy Cross Condominium Association, 2020-present
- Past board member of Veterans Count, Easter Seals, 2015-2018
- Past Chair and Board Member, Portsmouth Music and Arts Schools, 2008-2015
Mark can be contacted at (603) 810-7001 or mobile (603) 498-4455 and email at: firstname.lastname@example.org