Mark Cross-Powers
Senior Wealth Advisor at Little House Capital- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Douglas Tengdin, CFA
Mark is a solid Wealth Manager who cares deeply about his clients. He’s a true fiduciary, independent and fully committed to his clients’ total well being. It was a privilege to work with Mark when we were at Charter together.
Thomas Angelo Manzi
Chairman of Board of Directors of Arts Non-profit: financial oversight, leadership, governance, and strategic planning for growth.
Andrew VanDerslice
Professional
Douglas Tengdin, CFA
Mark is a solid Wealth Manager who cares deeply about his clients. He’s a true fiduciary, independent and fully committed to his clients’ total well being. It was a privilege to work with Mark when we were at Charter together.
Thomas Angelo Manzi
Chairman of Board of Directors of Arts Non-profit: financial oversight, leadership, governance, and strategic planning for growth.
Andrew VanDerslice
Professional
Douglas Tengdin, CFA
Mark is a solid Wealth Manager who cares deeply about his clients. He’s a true fiduciary, independent and fully committed to his clients’ total well being. It was a privilege to work with Mark when we were at Charter together.
Thomas Angelo Manzi
Chairman of Board of Directors of Arts Non-profit: financial oversight, leadership, governance, and strategic planning for growth.
Andrew VanDerslice
Professional
Douglas Tengdin, CFA
Mark is a solid Wealth Manager who cares deeply about his clients. He’s a true fiduciary, independent and fully committed to his clients’ total well being. It was a privilege to work with Mark when we were at Charter together.
Thomas Angelo Manzi
Chairman of Board of Directors of Arts Non-profit: financial oversight, leadership, governance, and strategic planning for growth.
Andrew VanDerslice
Professional
Credentials
-
Series 65
FINRA -
Series 66
FINRA -
Series 7
FINRA
Experience
-
Little House Capital, LLC
-
United States
-
Investment Management
-
1 - 100 Employee
-
Senior Wealth Advisor
-
Jun 2022 - Present
-
-
-
Manchester Community Music School
-
United States
-
Music
-
1 - 100 Employee
-
Chairperson of the Board
-
Sep 2021 - Present
-
-
-
NHTrust
-
United States
-
Financial Services
-
1 - 100 Employee
-
Senior Vice President and Senior Trust Officer
-
Apr 2019 - May 2022
-
-
-
People's United Bank, N.A.
-
United States
-
Financial Services
-
700 & Above Employee
-
Senior Vice President
-
Jan 2013 - Apr 2019
-
-
-
U.S. Trust
-
Financial Services
-
700 & Above Employee
-
Private Client Manager
-
Mar 2006 - Oct 2012
Client manager in US Trust for High Net Worth group. Worked comprehensively with clients in planning and implementing complex wealth management strategies. Client manager in US Trust for High Net Worth group. Worked comprehensively with clients in planning and implementing complex wealth management strategies.
-
-
-
TD
-
Canada
-
Banking
-
700 & Above Employee
-
Vice President & Wealth Advisor
-
Jan 2005 - Mar 2006
Managed high net worth client relationships and developed new and existing clients. Managed high net worth client relationships and developed new and existing clients.
-
-
-
-
Vice President & Wealth Advisor
-
Mar 1998 - Dec 2004
Managed individual, non-profit and for-profit client relationships. Managed individual, non-profit and for-profit client relationships.
-
-
Education
-
1986 - 1989
Roger Williams University
BA, Political Science & Economics -
1985 - 1986
University of Maine
Community
