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Chief Operations Officer
for Joe Morgan, CRPC®, LUTCF®
Finance professional with experience in various industries, including securities, controllership, manufacturing, and operations. Mark is the Chief Operations Officer for Joseph Morgan. As COO, Mark is a key part of the day-to-day operations of Joe’s practice to maintain the overall flow of the business. He began his career in 1993 in the financial industry. He leverages his experience in creating and implementing processes and procedures needed to provide superior customer service to all clients. He joined Joe’s team in the spring of 2025 and has an MS in Finance from the University of Baltimore.
Mark currently resides in Nottingham, MD, with his family. He enjoys spending his free time golfing, participating in outdoor activities, and tackling DIY projects.
Education
- M.S. Degree in Finance, University of Baltimore