I'm Mark Duffy, founder of Lumora Wealth—a boutique advisory firm designed to align wealth with purpose. My journey in finance has come full circle, from my earliest days as an intern at Merrill Lynch in Hartford to leading a firm that redefines how financial success translates into long-term impact.

With over a decade of experience in institutional finance, I’ve navigated the complexities of global investment management. At State Street, I honed relationship management expertise before advancing as a Credit Analyst at Longfellow Investment Management, where I was selected for the partnership track in 2020. My tenure at Invesco and Impax Asset Management further refined my expertise in investment strategy, fixed income, and sustainable finance—culminating in the insights that now power Lumora Wealth’s sophisticated approach to financial planning and investment management.

Throughout my career, I have worked at the intersection of investment innovation and impact. At Invesco, I played a key role in developing pioneering solutions such as the Net Zero Aligned and Climate Adaptation Funds, bringing institutional-level rigor to the evolving landscape of sustainable investing. Now, I apply this expertise to guiding high-net-worth professionals through pivotal liquidity events—ensuring their financial success aligns with long-term goals.

With the CFA charter, a Master’s in Finance, and advanced certifications in sustainability and impact, I bring a deep, technical understanding of portfolio management and financial strategy. Yet, the foundation of my practice remains simple: trust, transparency, and a commitment to helping clients navigate financial complexity with clarity and confidence.

At Lumora Wealth, I combine institutional expertise with a personalized, boutique approach—helping professionals make informed, strategic financial decisions that stand the test of time.