Mark Forkey serves as a Senior Investment Advisor. His primary focus is providing clients with in-depth analysis of retirement plan investment options and other relevant information to assist them in their fiduciary investment decisions on behalf of plan participants.
In his 20-plus years in the financial services industry, Mark has worked in retirement plan administration, plan design analysis and investment management. Prior to joining SageView in 2008, he served as Vice President of Investment Services for Cammack LaRhette Consulting, where he was responsible for establishing and executing comprehensive fiduciary due diligence processes for his clients. He also worked at State Street Global Advisors overseeing the plan administration and recordkeeping services for various large corporations’ defined contribution plans, working extensively in the administration of 401(k), 403(b), Nonqualified and Employee Stock Purchase Plans. Mark began his career at Prudential in Springfield, Massachusetts.
Mark received a B.A. in History from Framingham State College.