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Mark Duffy, CFA®, CFP®

Portfolio Manager
  • Joined RhumbLine in 2025 as Portfolio Manager.
  • Industry professional since 2012.
  • Responsible for managing and trading RhumbLine's client portfolios.
  • Member of the firm's Investment/Risk Committee.
  • Prior experience: Independent Consultant (Finance, Investment & Sustainability) at Lumora LLC; Associate Director (Credit Analyst) at Impax Asset Management; Senior ESG Analyst at Invesco; Credit Analyst at Longfellow Investment Management and Senior Associate at State Street Corporation.
  • CFA® charterholder, CFP® professional, and IFRS FSA® credential holder.
  • M.S. in Finance from Bentley University and B.A. in Economics from University of Connecticut.