Mark Roman, Managing Partner of Veritas is responsible for the construction and management of our clients’ overall wealth management strategies. Mark has deep experience in asset and debt management, retirement and education forecasting, insurance matters, trust and estate concepts, investment taxation, and distribution strategies.
Prior to founding Veritas Boston Wealth Management, Mark enjoyed a career at Merrill Lynch for 25 years as Senior Vice President. He enjoyed a baseball career with the Detroit Tigers after graduating from the College of Holy Cross in Worcester, MA. Mark now resides in Hanover MA and Newbury NH and is the proud father of 5 beautiful daughters.
