PROFESSIONAL PROFILE

The Roman Perfetuo Group provides total wealth management solutions for individuals, families and corporations. We utilize the support of our specialists to deliver superior solutions for investing, retirement planning, college planning, private banking, lending and insurance needs. Experience, professionalism, and integrity are the foundations for delivering an exceptional client experience.

Mark Roman is a Vice President and Resident Director of the South Shore Office. He has been designing and managing financial and investment programs for individuals, corporate executives and their families for 17 years. Mark specializes in asset and debt management, retirement and education forecasting, income accumulation and distribution strategies, and overall client strategies. He holds the series 7, 9, 10, 31, 63, and 65 licenses.
Prior to joining Merrill Lynch, Mark enjoyed a baseball career with the Detroit Tigers after graduating with a BS in political science from the College of the Holy Cross in Worcester, MA. Mark now resides in Norwell with his wife, Molly, and 5 daughters.

Frank Perfetuo holds a Chartered Financial Analyst designation and has 20 years of industry experience. Prior to joining Merrill Lynch he was a portfolio manager and managed over $400 million in assets for a mutual fund company. He also holds the series 7 and 66 licenses. Frank is responsible for the investment of client assets, portfolio and risk management, and the team’s investment strategy. Frank has a BA in Quantitative Economics from Framingham State College and a MBA from Suffolk University. He is also a member of the Boston Securities Analyst Society and the CFA Institute. He resides in Plympton, MA with his wife, Eve, and their 3 children.

Mary Quinlan joined Merrill Lynch in 2007 from a career in Boston at a financial institution supporting the President and CFO. She is our client service specialist and is responsible for providing all administrative support and delivering a comprehensive program for our private banking services. Mary holds a BA in Psychology from Curry College. She resides in Plymouth with her husband, Jim, and their 3 children.