PROFESSIONAL PROFILE

The Roman Group establishes long-lasting client relationships by maintaining the highest standards of quality, professionalism and integrity.

Mark Roman is a Vice President and Resident Director of the South Shore Office. He has designed and managed financial and investment programs for individuals, corporate executives and their families for fourteen years. Prior to joining Merrill Lynch, Mark enjoyed a baseball career with the Detroit Tigers after graduating from the College of the Holy Cross.

Mark's role is to create overall client and team strategy. In addition, he handles asset and debt management strategies, income distribution and accumulation strategies, and forecasting for retirement and education needs.


Frank Perfetuo holds a Chartered Financial Analyst designation and has 17 years of industry experience. Prior to joining Merrill Lynch he was a portfolio manager and managed $400 million in assets for a mutual fund company. Frank has a BA 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.

Frank is responsible for the investment of client assets, portfolio and risk management, and the team's investment strategy.


Mary holds a BS in Psychology from Curry College. Prior to joining Merrill Lynch, she worked in Boston at a financial institution supporting the President and CFO.

Mary is our client service specialist and is responsible for providing all administrative support and delivering a comprehensive program for our private banking services.