People

Mark Thorndyke

Mark Thorndyke

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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.

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Academic History

MERRILL LYNCH

  • 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.


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