OUR founders

Our founders bring decades of collective experience from within the top firms in the financial services industry. Their commitment to clients is to provide a unique, best-in-class asset management experience coupled with ongoing financial planning. They ensure that every client of Prosperiant gets the respect and attention that they so rightfully deserve.

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  • Mark has over 16 years of experience in the financial services industry. He has worked at leading firms such as Merrill Lynch, Morgan Stanley & Prudential Financial. Mark launched Prosperiant Wealth Management to deliver a customized, white-glove experience to his clients. Prosperiant Wealth Management partners with Charles Schwab to bring its clients the best of both worlds; the feel of a small firm that provides a hand holding experience coupled with a large institution that has a world class reputation. Mark currently resides in Westfield, NJ with his wife and three children. He is a graduate of Montclair State University and earned the designation of CRPC® from The College for Financial Planning.

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  • Patrick has been in the financial services industry for 14 years and believes in transparent investment advice aligning with clients’ objectives. He started his career at Merrill Lynch where he worked in the flagship office in the financial district of Manhattan and obtained the position of Vice President.  Patrick received an undergraduate degree from the University of Delaware and completed his series 6, 63, 65 and 7 financial exams. Additionally, he furthered his studies at USC, Davis School of Gerontology and completed their Longevity training program. He also holds the designation of CRPC® from the College for Financial Planning. Patrick lives in Hoboken N.J. and enjoys staying active and spending time with his family and friends.