Mark is a Managing Consultant at F2 Strategy with over 25 years of experience across mutual fund, hedge fund, and collective fund operations. Throughout his career, he has held roles working both within a fund sponsor and at a fund servicing firm.

Mark has led and contributed to several strategic initiatives, including operating model transformations, regulatory adoption, technology design, new business implementation, service provider transitions, and fund conversions. His responsibilities have also included the development and implementation of new operational capabilities to support product launches.

Mark brings a strong risk management mindset, with broad experience ranging from detailed workflow analysis to the development of third-party risk management programs. He has a long track record managing high-risk operational activities, including end-to-end fund investor trading, hedge fund of fund allocations and trading, and client transition management.

Mark previously served as a Vice President at Wellington Management, where he held leadership roles focused on the operational oversight of collective, hedge, L.P., and Canadian trust funds. He spent nearly 20 years supporting Wellington’s $70B collective trust fund business and led teams responsible for NAV, custody, and transfer agency oversight. He also participated in firmwide committees and working groups covering fund policy and valuation.

Earlier in his career, Mark held multiple roles at State Street Corporation, where he oversaw daily NAV production and supported large-scale client conversions. Mark is based in Boston.