Mr. Mark Quercio has been an Investment Professional for 20 years, with his practice focused on asset management for trusts, high net worth individuals and business owners. He incorporates a team approach, by utilizing both legal and accounting professionals to develop the most comprehensive investment plans for his clients.
Prior to founding North Pointe Wealth Management, Mr. Quercio was the Equity Services Coordinator for Metropolitan Life. He later worked for Paine Webber, Raymond James and left his position as Vice President of Investments at First Union Securities to found North Pointe.
Mr. Quercio lives with his wife Lisa and three children, Emma, Elizabeth and Andrew, in Douglas Massachusetts.
Mark is licensed to do business in Alaska, Arizona, California, Colorado, Connecticut, Florida, Maine, Massachusetts, Michigan, , New Hampshire, North Carolina, Ohio, Texas, Vermont and Virginia.