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Mark Rich

Certifications

CFP®, CFA®

Client specialties

  • Financial Planning
  • Investment management
  • Performance Reporting
  • Portfolio Construction & Management

Mark Rich , CFP®, CFA®

Director of Investments

Bio

As the Director of Investments at Procyon, Mark plays a crucial role in leading the firm’s efforts on investment manager research and actively participates in portfolio management, including security selection and asset allocation. He is a key member of the investment committee and heads the Manager Research Group at Procyon.

Before joining Procyon, Mark gained valuable experience at The Virtus Group and Strategic Retirement Partners. He graduated from Bryant University with a B.S. degree, where he majored in finance and economics. During his time at Bryant, Mark held positions on the executive committee and chaired the macroeconomic committee for the Archway Investment Fund, showcasing his active involvement in investment-related activities.

Mark has earned the esteemed Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations, underscoring his expertise and commitment to delivering exceptional financial advice. He is a member of the CFA Society of Hartford, further contributing to his professional development and staying connected with industry peers.

With his comprehensive knowledge of investment management, experience in portfolio management, and dedication to ongoing research, Mark is well-equipped to guide Procyon’s investment strategies and provide clients with informed financial advice. His commitment to excellence and active involvement in industry organizations highlight his dedication to professional growth and delivering high-quality service to clients.

Residing in Shelton, CT, Mark enjoys golfing, embarking on adventures with his dog, and passionately supporting all of Boston’s sports teams during his free time. These activities allow him to recharge and maintain a balanced lifestyle outside of work.

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