Mark V. Mathers, CFP®, CSRIC®
Partner, Managing Director
Request an Appointment | Office Information
Mark is a co-founder of the Beacon Pointe Boston office, where he is both Partner and Managing Director. With over 25 years of experience, Mark leads a dedicated team of private wealth professionals in the regional office. Mark is co-chair of the Diversity, Equity & Inclusion Committee for Beacon Pointe Advisors and is very passionate about values-based investing. Mark holds an honors degree in Business Studies from Ulster University, a Certificate in Export Marketing from the University of San Francisco, a Diploma in Philosophy from St. Patrick’s Seminary, and is a CERTIFIED FINANCIAL PLANNER® (CFP®). Mark values collaboration, collegiality, and integrity in the process of positively impacting the lives of his clients. He lives in Lynnfield, MA with his wife Kathleen and their three children. Outside of the office, Mark is an avid soccer fan, enjoys Gaelic football and golf.