UNIDEL’s Board provides the group’s management team with strategic guidance and counseling to build an enterprise of lasting value.
Mark is the CEO of the Swarthmore Group and leads their asset and wealth management businesses. Mark has close to two decades of experience in the wealth and asset management sector having run both business operations and technology organizations.
Prior to Swarthmore Group, Mark was the CEO of Asset Vantage’s business operations in North America, including the operations of Financial Navigator, a Silicon Valley Company acquired by Asset Vantage in early 2017. Mark was instrumental in helping Asset Vantage get established in the North American market.
Previously Mark led the efforts at SEI Investments to build a financial technology services solution for the single and multi-family office market. Mark has also led operations and development roles at several technology and finance companies including RockIT Solutions, Rockefeller & Co, WealthTrust, Homrich & Berg, Convergent Wealth Advisors and Atlantic Trust PWM.
Mark received a BS in Finance/Investments, Entrepreneurial Studies and Communications from Babson College, USA.