Mark J. Duffy, Cfa Email & Phone Number

Boston, MA, US

Practice Leader at Lumora Consulting LLC | Founder of Lumora Wealth Management LLCAt Lumora Consulting, I lead a forward-thinking practice dedicated to helping medium-sized businesses in key industries—including manufacturing, consumer goods, retail, and energy—achieve sustainability and climate resilience. As Practice Leader and Partner, I focus on.

London, GB

Credit Research Analyst with expertise in identifying sustainability-focused opportunities across 60+ industrial and consumer companies. Led fundamental and relative value research for the Core Bond Fund, a diversified public mutual fund aiming to maximize total return while contributing to a more sustainable economy. Consistently exceeded return targets.

Atlanta, Georgia, US

ESG Research Analyst focused on global equities and fixed income, delivering specialized analysis and stewardship for both active and passive public investment vehicles. Led ESG portfolio reviews across North America, engaging with C-suite executives and board members on key ESG issues within the MSCI World Index. Developed deep sector expertise in capital.

Boston, Massachusetts, US

Selected for partnership track in 2020, recognizing contributions to firm growth and client success.Credit Research Analyst with extensive experience in public and private corporate credit, providing lead coverage for 60+ global companies in capital goods, consumer goods, transportation, and healthcare. Conducted in-depth fundamental and relative value.

Boston, MA, US

Shareholder Advocacy contractor conducting in-depth analysis of supply chain risks across U.S. consumer companies, utilizing NGO research to drive strategic insights. Supported a successful engagement with Tyson Foods on plant-based protein risks, which contributed to their subsequent investment in Beyond Meat.

Boston, Massachusetts, US

Advanced from Associate to Senior Associate, showcasing expertise in client service and accounting through managing key institutional client relationships and overseeing accurate NAV calculations for high-stakes money market and tax-exempt funds. Led a team of associates, mentoring top performers and fostering their career growth, while working closely.

Woonsocket, RI, US

Finance Associate contractor reconciling CVS inventories in SAP and adjusting Financial Stock Ledger for accurate shrink/swell reporting. Produced Quality Review reports and organized inventory records in Access, supporting management tasks as needed.

Charlotte, NC, US

Wealth Management Intern advising high-net-worth clients on portfolio strategies and providing succinct, actionable research notes for diversified portfolios. Supported client introduction meetings and contributed to sales strategies, gaining foundational experience in wealth management across generations and market segments.

Master Of Science (M.S.), Finance

Bachelor Of Arts (B.A.), Economics