Mark E. Dorn, Investment Advisor Representative
Mark is an Investment Advisor Representative and works from the Naples office of New England Investment & Retirement Group. He is a former business and technology leader who has built and sold several successful technology companies and multiple award-winning software product lines. Mark brings more than 30 years of combined experience as an executive and an investor.
As an Investment Advisor Representative in MA, MI and FL, Mark is involved in business development and client service. He also draws on his unique experience to provide business advisory services to owners and their families. Mark consults on business succession planning, including optimizing the value of a business at the time of exit.
Prior to joining NEIRG, as President & CEO, he drove the turn around and sale of a leading insurance technology company. He has also served as an executive and consultant for several businesses in the technology, data services and real estate sectors. Mark holds a Bachelor of Science in Business Administration from Michigan State University.
“At NEIRG, the expertise and attitude of our team set us apart. We are focused on bringing value through communication, education, and exceptional service.”
Bachelor of Science in Business Administration, Michigan State University
- President & CEO, DAVID Corporation, an insurance technology firm.
- President & Broker Owner, Prudential Northshore Realty, a residential and commercial real estate firm
- President DORN Technology Group, an insurance and healthcare technology firm.
- Principal & Vice President, Tillinghast Towers Perrin, global consulting services and technology firm.
Recent Market Insights & News
Principal Brian Pirri spoke with The Wall Street Journal on the importance of having exposure to portfolio strategies besides growth, and making occasional tweaks to maintain diversification. Read the full article here.
Your goals and priorities will probably change as you plan to retire. Along with them, your insurance needs may change as well. Retirement is typically a good time to review the different parts of your insurance program and make any changes that might be needed. Stay...
Making a full career pivot is exciting, but can mean starting from the beginning again. Associate Advisor John Ham explains why you'll need to start budgeting to live on less. Read the full article here.