Investment Associate
Mark has more than 20 years of industry experience as he began his financial services career in 2000 at Smith Barney, where he held roles including Client Service Associate, and grew into Assistant Operations Manager. He returned to the client facing role joining Owen Dugan in 2008, where they have remained together since. Mark manages the operational, administrative, and client service functions for the team. He joined UBS in 2012 as an Investment Associate and is FINRA-registered holding securities licenses Series 7, 9, 10, and 63.
Outside of work, Mark loves spending time with family watching his kids' sports. He also enjoys participating in marathons and triathlons among other outdoor activities. With the focus on those activities, he has given back to his community by running the Boston Marathon several times, raising over $100,000 for charitable organizations. Mark lives with his wife, Jill, and their two children on the South Shore. Mark earned a Bachelor of Science in Business Administration with a concentration in Finance from Girard School of Business at Merrimack College, North Andover, MA.
Investment Associate
Mark has more than 20 years of industry experience as he began his financial services career in 2000 at Smith Barney, where he held roles including Client Service Associate, and grew into Assistant Operations Manager. He returned to the client facing role joining Owen Dugan in 2008, where they have remained together since. Mark manages the operational, administrative, and client service functions for the team. He joined UBS in 2012 as an Investment Associate and is FINRA-registered holding securities licenses Series 7, 9, 10, and 63.
Outside of work, Mark loves spending time with family watching his kids' sports. He also enjoys participating in marathons and triathlons among other outdoor activities. With the focus on those activities, he has given back to his community by running the Boston Marathon several times, raising over $100,000 for charitable organizations. Mark lives with his wife, Jill, and their two children on the South Shore. Mark earned a Bachelor of Science in Business Administration with a concentration in Finance from Girard School of Business at Merrimack College, North Andover, MA.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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