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Mark James Duffy

Focus Partners Wealth, LLC

Boston, MA

Needham, MA

St. Louis, MO

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-01
  • MA RA
    APPROVED
    Since 2026-05-01

Branch Locations

201 Washington Street 11Th Floor, Boston, MA 02108 • United States

140 Kendrick Streeet Suite B300, Needham, MA 02494 • United States

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Impax Asset Management Portsmouth NH 08/2023 10/2024
Invesco Ltd Boston MA 05/2021 08/2023
Longfellow Investment Management Co Llc Boston MA 06/2016 05/2021
Lumora Llc Melrose MA 10/2024 09/2025
Rhumbline Advisers Lp Boston MA 09/2025 02/2026
Focus Partners Wealth, Llc Clayton MO 04/2026 Present
  • 08/2023 → 10/2024
    Impax Asset Management
    Portsmouth, NH
  • 05/2021 → 08/2023
    Invesco Ltd
    Boston, MA
  • 06/2016 → 05/2021
    Longfellow Investment Management Co Llc
    Boston, MA
  • 10/2024 → 09/2025
    Lumora Llc
    Melrose, MA
  • 09/2025 → 02/2026
    Rhumbline Advisers Lp
    Boston, MA
  • 04/2026 → Present
    Focus Partners Wealth, Llc
    Clayton, MO
Previous Registrations
  • 2025-03-07 → 2025-09-15
    Lumora Wealth
    Melrose, MA
Designations
Other Names
  • Mark Duffy

View on SEC IAPD

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STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

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