About Mark Cote
Mark G. Cote is an Executive Director, Branch Manager and senior partner of The Worcester Summit Group at Morgan Stanley. A seasoned professional, Mark is dedicated to providing customized advice to a select group of clients and their families. He focuses on portfolio construction, utilizing Morgan Stanley’s award-winning global research, asset-allocation and risk-management strategies. Mark is proud to be a member of Morgan Stanley’s management team, having played a vital role in the firm’s history and its predecessor brands for more than 30 years.
Throughout his career, Mark has developed a strong understanding of economics and is well versed in the equity and fixed-income markets. He has cultivated skills in asset allocation and transitioning wealth. Mark is fortunate to serve as a valued advisor, not only to his clients, but to their children and grandchildren, in some cases.
In 2011, Mark’s responsibilities expanded to include management of the firm’s Worcester, MA branch. With a relentless pursuit of performance for our clients, he ensures that Morgan Stanley advisors deliver a superior service experience to each relationship. Mark enjoys mentoring advisors as they grow professionally and personally. He has built the branch into one of the most successful offices in the region.
A graduate of Marquette University with a bachelor’s degree in finance, Mark currently resides in Boylston, MA with his wife, Cathy, and their three children. An avid golfer, Mark enjoys coaching youth sports in his leisure time.
Securities Agent: MD, MI, MN, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, ME, AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, MA; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 102552