Alex is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Investment Management Analyst, Chartered Life Underwriter, and Chartered Financial Consultant. He’s a graduate of the University of Connecticut with a BA degree in communications. In his free time, Alex enjoys traveling and playing music. Alex is a volunteer with Groton Community services.
Mark is a CERTIFIED FINANCIAL PLANNER™ practitioner and a magna cum laude graduate of Boston College with a BS degree from the Carroll School of Management, concentrations in finance and economics. Outside of the office, he enjoys spending time with his wife, Amy, and their three children. Mark coaches youth basketball and volunteers as the treasurer of the Madison Youth Basketball Association. He previously served as a member of the Madison Economic Development Commission.
Mark is a CFA® charter holder with over 20 years of experience in the financial services industry. He received his MBA in Finance from Fairfield University and graduated from the University of Connecticut with a BS degree in Physiology and Neurobiology. He enjoys spending his free time with his wife, Tricia, and their three children. Mark coaches youth soccer and basketball and volunteers on the Finance Committee for the Guilford Fund for Education.