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Mark Valickus, CFA®

Mark Valickus, CFA®

Senior Associate

Followers of Mark Valickus, CFA®167 followers
location of Mark Valickus, CFA®Boston, Massachusetts, United States

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  • Timeline

  • About me

    Principal at Cerity Partners

  • Education

    • Universitat d'Alacant

      -
      International Business/Trade/Commerce

    • Bucknell University

      2007 - 2011
      Bachelor's degree Economics

  • Experience

    • BNY Mellon Wealth Management

      Dec 2011 - Feb 2018
      Senior Associate

    • Prio Wealth

      Feb 2018 - Jan 2025
      Relationship Manager

      Prio Wealth, an independent Registered Investment Adviser (RIA) founded in 1988 in Boston, MA, enables clients to prioritize their financial and life goals. Their experienced team of professionals utilize a collaborative process to provide individuals, families and non-profit organizations with personalized wealth management and financial planning services.

    • Cerity Partners

      Jan 2025 - now
      Principal

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute