Mark Dundon is an Asset Manager in our New York Private Wealth Management group who joined Lenox in 2013. Mark advises clients on a variety of asset allocation decisions and investment strategies. He is a member of the Lenox Advisors Investment Committee, driving the investment and asset management strategy for the firm.
Prior to joining the team as an Asset Manager, Mark led market and investment research within New York’s Portfolio Analyst team, covering asset class fundamentals, valuations and positioning across portfolios. He began his career at Lenox as an associate in Financial Planning, specializing in statistical modeling of clients’ investment goals rooted in the firm’s capital market assumptions.
Mark studied Philosophy (B.A.) & Mathematics at George Mason University, and is a Level II CFA Candidate (June 2018). He is FINRA Series 7 and 66 licensed and also holds his New York State Life, Accident, and Health license.
Outside of work Mark enjoys spending time with his wife and one-year old son. He also enjoys freshwater fishing, mountain climbing and traveling.
For Mark’s complete licensing information click here.