In addition to advising clients, David shares leadership responsibility for investment and business development strategies. His previous experience includes roles at Berents & Hess, Rivendell Capital, Cilluffo Associates LP, PNC Financial, and Lehman Brothers. He is also a member of CFA Society Boston. David joined Wealth Enhancement Group in 2021 through the North American Management merger.

Mark is a seasoned investment professional whose experience ranges from managing portfolios for high-net-worth individuals and families, endowments and foundations, to working closely with clients on their personal financial plans. Before joining Wealth Enhancement Group, he was a Portfolio Manager at North American Management and a Managing Director of Bush O’Donnell Investment Advisors.