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Needham

Mark Duffy

CFA®, CFP®, MSF

Associate Wealth Advisor

140 Kendrick St, Building B, 3rd Floor
Needham, MA 02494

Mark Duffy

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Mark Duffy

Professional Certifications

  • CFA® – Chartered Financial Analyst®
  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • MSF – Master of Science in Finance

About Mark

Mark supports clients in building and managing their financial lives, working alongside the Focus Partners Wealth team to deliver comprehensive wealth management services. 

Mark has worked in the financial services industry for more than 12 years, primarily in roles pertaining to fixed income and portfolio analytics. He brings a research-grounded perspective to client work and is committed to translating institutional-quality thinking into practical, personalized guidance.

Outside of work, Mark enjoys spending time with his two young children and staying active with his dog. He can often be found cooking, hiking, or fishing, and values time outdoors as a balance to his professional life.

Education and Professional Milestones

-University of Connecticut - bachelor’s degree 

-Bentley University – master’s degree in finance

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