Mark R. Perry
Mark Perry has over twenty years of experience in the wealth management and financial industries. He provides trust services to high net worth families and individuals, and works with trustees, investment and tax personnel, and estate professionals in the administration of new and existing accounts.
Prior to joining Choate, Mark worked as Senior Manager of Operations for Lowell, Blake & Associates, as well as the Senior Vice President of Operations and Anti-Money Laundering at Winslow, Evans & Crocker, Inc. in Boston. He was also a compliance specialist and managed a proprietary mutual fund trading group at Ameriprise in Minneapolis.
Mark is a Certified Anti-Money Laundering Specialist (CAMS) and is a member of the Greater Boston AML chapter.
Education & Credentials
- Bentley University
- BS,
- University of Maine
- AS,