In this workshop, attendees will gain visibility and insight into:
Mark is an accomplished speaker and presenter at national and local conferences/workshops. He has started 5 ventures, served in executive management at several wealth management firms and served on the Board of Directors for Not-For-Profit organizations. He recently founded a firm in West Hartford, CT focused on developing exit planning strategies and brokerage for privately held small- and mid-sized businesses. Mark is also a professor at Boston University after 17 years and taught at Harvard University for 10 years. He continues to serve as an expert witness in securities litigation with major Wall Street firms and invests his time in charitable endeavors involving Dana Farber Cancer Institute, the U.S. military and SCORE. Mark lives in Newington, CT and enjoys spending time with his family and promoting the sport of tennis.