Mark Forkey Email & Phone Number

Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer. Mark serves as the Senior Investment Advisor for SageView Advisory Group, an independent registered investment advisory firm. His primary focus is providing clients with in-depth analysis of retirement plan investment options and other relevant information to assist our clients in their fiduciary investment decisions on behalf of plan participants. He focuses on delivering and implementing a defensible investment policy statement and monitoring process for our clients while serving as stated fiduciary to the retirement plan as defined in ERISA Sections 3(21) and 3(38).Mark’s experience in investment analysis and defined contribution plan consulting has made him knowledgeable in the retirement plan business. He has been a guest speaker at numerous conferences for Plan Sponsors about retirement plan liability and fiduciary due diligence processes, including the New England Employee Benefits Council, the CFO RoundTable and the Mid Sized Pension Conference. He also serves as a member of SageView Advisory Group's Investment Committee.Mark has 30 years of financial services industry experience in retirement plan administration, plan design analysis and investment management. He began his career at Prudential in 1992. 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) and Non-Qualified Plans. In addition, Mark spent over twelve years at Cammack LaRhette Consulting, most recently as Vice President of Investment Services where he was responsible for establishing and executing comprehensive fiduciary due diligence processes for his clients.Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer. Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer. Advisory services offered through Sageview Advisory Group, LLC. Cetera is under separate ownership from any other named entity.

Listed skills include Retirement Planning, Series 6, Series 65, Investments, and 11 others.

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  Framingham State University

  History