Mark Thorndyke is Managing Director, Senior Portfolio Manager and Wealth Management Advisor at Merrill Lynch Wealth Management. He is a Co-Founder and Leader of the Thorndyke Sheppard Group, overseeing 27 professionals dedicated to providing extensive and customized financial solutions. Thorndyke is regularly recognized for his accomplishments within the financial services industry and is also actively involved with multiple charitable organizations. He has participated in numerous executive programs at Harvard University, London School of Economics and The Wharton Business School.
As a Senior Portfolio Manager, he provides a high degree of flexibility in constructing portfolios and selecting securities.
He also builds his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies, on top of providing traditional advice and guidance.
He has served as a member of the National Teaching Faculty for Merrill’s Optimal Practice Model for several years.
Through this channel, he delivers frequent speeches regarding best practices of his team’s client service model and business development strategies at training forums throughout the country and is featured on firm coaching videos.
Additionally, Mark has been a lecturer for both Barron’s and Forbes conferences.
RECOGNITIONS
Forbes America's Top Wealth Advisors, 2018-2024
Forbes Best-in-State Wealth Advisors, 2018-2024
Forbes Best-in State Wealth Management Teams, 2022-2024
Barron's Top 1200 Financial Advisors, 2014-2024
LICENSES & DESIGNATIONS
Certified Financial Planner™, CFP®
Certified Exit Planning Advisor CEPA®
Certified Investment Management Analyst, CIMA®
Level Two CFA Candidate
Senior Portfolio Manager, Merrill Lynch
COMMUNITY INVOLVEMENT