Mark Wickersham

Mark Wickersham is Director of Product Management for ByAllAccounts and is a financial service technology veteran with over 20 years experience. Mark has spent the past decade focused on solving the technology problems of Wealth Managers as a senior consultant with Family Office Metrics and as a product manager for Fidelity Investments. The needs of wealth managers in providing holistic advice are very complex and are similar to other firm types, such as endowments and pension funds that invest in multiple assets classes including a large percentage in alternative investments.

Mark worked for Fidelity Family Office Services and Fidelity’s RIA business (Institutional Wealth Management/IWS) as a product manager. Mark managed key third party relationships such as Advent and CheckFree, as well as managed the development of in-house products that helped advisors (and Fidelity) grow their business. As part of managing the Advent relationship, Mark was involved with Fidelity’s initiative to join Advent’s Custodial Data Network (ACD).

Prior to joining Fidelity, Mark worked at Thomson Financial Software where he helped clients both domestically and in the U.K. implementing global portfolio management and trade order management systems.

Through his tenure in the industry, Mark has gained a deep background in portfolio accounting, investment analytics, performance measurement and product management. His product management experience is extensive and well-rounded. Mark has developed concepts and taken them to market. He has managed countless releases and development projects using a number of different methodologies. In addition to his product management role, Mark as also served as a user experience expert and an information architect giving him a unique perspective on technology development and use.

Mark is a graduate of Southern New Hampshire University and lives in Andover, MA with his wife and two young daughters. Mark enjoys spending time with his family, biking and coaching youth soccer.