Mark Tonelli, AIF®

Mark Tonelli is focused on delivering retirement solutions and executive benefits that are meaningful and relevant to plan sponsors and their participants. Employers sponsoring a retirement plan seek Mark’s experience with developing a sound governance process, implementing best practice fiduciary processes, providing access to education, promoting disciplined savings opportunities and offering a robust benefit to employees. Clients rely on Mark as a valued advisor who puts the interest of his clients first and who shares his knowledge and experience to address any challenges that may arise.

With more than 25 years of industry experience, Mark is well versed in serving the retirement needs of investment committees, participants and plan sponsors. He earned the Accredited Investment Fiduciary (AIF®) designation which demonstrates his commitment to partnering with plan sponsors to implement prudent processes and policies within their retirement plans. As a leader in his field, Mark is often asked to share his insights and perspective on various industry panels and committees.

Mark enjoys spending his free time with his family and if that includes skiing in the winter and golfing in the summer, even better!