Mark Gendreau
Senior Vice President - Chief Investment Officer at Plimoth Investment Advisors | Swansea, Massachusetts, United States
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Mark Gendreau serves as the First Vice President - Investment Officer and Director of Research at Plimoth Investment Advisors, where he plays a pivotal role in guiding both individual and institutional clients toward achieving their financial aspirations. With a robust background in financial analysis and investment strategies, Mark is adept at gathering and analyzing data to develop tailored financial plans that align with clients' personal and institutional goals. His expertise extends to establishing appropriate asset allocation policies, ensuring that each investment strategy is meticulously crafted to reflect the unique needs and risk tolerances of his clients.
In his current role, Mark directs the group's research activities, leveraging his deep understanding of equities, fixed income, and trading to inform investment decisions. He is instrumental in implementing and monitoring investment plans, ensuring that they adhere to the group's disciplined investment policies. Mark's entrepreneurial spirit drives him to explore new business development opportunities, allowing him to expand the firm's reach and enhance client relationships. His proficiency in negotiating complex investment deals and managing 401k plans further underscores his comprehensive skill set.
Key projects under Mark's leadership have included the development of innovative investment strategies that have consistently outperformed benchmarks, showcasing his commitment to delivering exceptional results. By fostering a collaborative environment, he empowers his team to stay ahead of market trends, ultimately benefiting clients through informed decision-making and strategic asset management. Mark Gendreau's blend of analytical acumen and client-focused service positions him as a trusted advisor in the ever-evolving landscape of investment management.
Senior Vice President - Chief Investment Officer at Plimoth Investment Advisors in February 2025 to Present
First Vice President - Investment Officer & Director of Research at Plimoth Investment Advisors in January 2020 to February 2025
Vice President - Investment Officer at Plimoth Investment Advisors in June 2017 to January 2020
AVP & Investment Office at Plimoth Investment Advisors in January 2013 to January 2017
Investment Officer & Trader at Plimoth Investment Advisors in June 2009 to January 2013
Credit Analyst at BayCoast Bank in January 2009 to June 2009
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Asset Allocation
Entrepreneurship
Financial Analysis
Strategic Planning
Investments
New Business Development
Mutual Funds
Equities
401k
Negotiation
Small Business
Underwriting
Insurance
Portfolio Management
Marketing
Trading
Fixed Income
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Discover more about Plimoth Investment AdvisorsWhat is Mark Gendreau email address?
Email Mark Gendreau at [email protected]. This email is the most updated Mark Gendreau email found in 2026.
How to contact Mark Gendreau?
To contact Mark Gendreau send an email to [email protected]. (updated on October 30, 2024)
What company does Mark Gendreau work for?
Mark Gendreau works for Plimoth Investment Advisors
What is Mark Gendreau's role at Plimoth Investment Advisors?
Mark Gendreau is Senior Vice President - Chief Investment Officer
What is Mark Gendreau's Phone Number?
Mark Gendreau's phone (413) ***-*223
What industry does Mark Gendreau work in?
Mark Gendreau works in the Investment Management industry.
Mark Gendreau Email Addresses
Mark Gendreau Phone Numbers
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