Mark Colgan's Location
New York, United States
Mark Colgan's Work
- President + Wealth Advisor @ Montage Wealth Mgmt
- Founder @ Plan Your Legacy, LLC
- @ Colgan Capital
Mark Colgan's Education
- Rochester Institute of Technology1990 - 1992
- State University of New York College at Potsdam1989 - 1990
Mark Colgan's Skills
- Strategic Financial Planning
- Investments
- Finance
- Estate Planning
- Marketing
- Retirement
- Insurance
- Project Planning
- Financial Services
- Securities
Mark Colgan's Summary
Mark Colgan, based in New York, United States, is currently a President + Wealth Advisor at Montage Wealth Mgmt, bringing experience from previous roles at Plan Your Legacy, LLC, Colgan Capital and McDonald Investments. Mark Colgan holds a 1990 - 1992 Rochester Institute of Technology. With a robust skill set that includes Strategic Financial Planning, Investments, Finance, Estate Planning, Marketing and more, Mark Colgan contributes valuable insights to the industry. Mark Colgan has 1 email on RocketReach.
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Christine Lane
Private Wealth Advisor, Qualified Plans Specialist, AIF ® at Montage Wealth Mgmt
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