Mark Lamoriello, AIF®
Chief Executive Officer
Mark has a strong work ethic and strong values, all in the name of doing right by his clients. He believes that to deliver exceptional client service, you must anticipate what the client needs and meet that need before they ask. He also believes that good is not good enough when better is possible and expected. You can always improve and always do better. If you start resting on your past accomplishments, you lose sight of what it takes to achieve your objectives. If you do the little things well, the big things take care of themselves.
Mark is responsible for crafting Advus’ strategy, culture and vision. He helps ensure that everything the firm does is aligned with its guiding principles and is in the best interest of its clients. He also is responsible for building and reinforcing the firm’s culture. In addition, he focuses on growth, for clients, employees and the firm. Lastly, he is a voting member of the firm’s Investment Committee.
A 30-year industry veteran, Mark has been at Advus (formerly LAMCO Advisory Services, Inc.) for his entire career. Before serving as chief executive officer, he was president/chief investment officer, director of investment research and a research analyst.
Mark received a BS in finance from Boston College. He also received the Accredited Investment Fiduciary (AIF®) designation. He has served as a board member of Trinity Preparatory School, Sweetwater Episcopal Academy, Big Brothers, Big Sisters of Central Florida and Morningstar Schools.
Mark lives in Winter Park, Florida, with his wife, Heather, and their two children. He enjoys boating and golf.