Mark Andrusis, Cfa®, Caia Email & Phone Number

Working closely with plan sponsors, consultants, record keepers and advisors, I ensure our team delivers the appropriate strategy, services, and support for our defined contribution investment only (DCIO) clients. As the relationship quarterback, my role centers around understanding, managing, and communicating the complexities and nuances of investment strategies, seamlessly handling the operations and administration, and knowing when to ask the next question. With more than a decade of financial services experience that includes capital markets analysis, alternative assets, and asset allocation in client service and sales roles, I am passionate about going above and beyond in efforts to exceed our clients’ expectations. Personally and professionally, I appreciate T. Rowe’s values. Our founder believed in putting clients first in all that we do, and in collaborating to ensure our clients’ success. That spirit is very much alive at the firm today, and it influences how I work to make an impact beyond our walls. As the president of The CFA Society Baltimore (CFASB), an affiliate of the CFA Institute, I have the opportunity to lead the investment profession locally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of our community. From T. Rowe to The CFA Society Baltimore, connecting with clients and industry peers continues to inspire my professional life.Specialties: Investment Strategy and Management, Asset Allocation, Retirement Planning, Relationship Development

Listed skills include Investments, Asset Allocation, Wealth Management, Mutual Funds, and 33 others.