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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 Director of Investments, 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.

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