- Asset Allocation
- Financial Planning
- Investment management
- Performance Reporting
- Portfolio Construction
- Portfolio management
Mark Rich , CFP®, CFA®Senior Investment Analyst
As an Investment Analyst, Mark focuses on investment manager research, portfolio construction, asset allocation, financial planning and performance reporting. He also serves as a member of the firm’s investment committee.
Prior to joining Procyon, Mark worked at The Virtus Group and Strategic Retirement Partners. He graduated from Bryant University with a B.S. degree, majoring in Finance and Economics. While at Bryant, he was head of the Macroeconomic Committee for the Archway Investment Fund, a consistent member of the Dean’s List and participated in the Boston Federal Reserve Challenge and the CFA Institute Research Challenge. He holds the Certified Financial Planner (CFP®) designation and is a CFA Level II candidate.
Mark resides in Hamden, CT and enjoys golf and watching his favorite sports in his free time.