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Business Observer Tuesday, Apr. 2, 2019 6 months ago

Wealth management firm expanding Florida presence

 New England Investment & Retirement Group taps veteran executive Mark Dorn to lead growth of its Naples office.
by: Andrew Warfield Lee-Collier Editor

NAPLES — Tasked with spearheading the growth of its Southwest Florida footprint, Mark Dorn has been hired as principal of the Naples office of New England Investment & Retirement Group. Dorn has more than 30 years of experience as an executive in a range of industries, according to a statement. 

He joins company president and founder Nick Giacoumakis and principal Brian Pirri in leading the firm’s retirement and investments advisory services including portfolio management, financial planning, retirement benefits consulting, risk management solutions, tax planning and business succession and exit planning through its affiliate Business Succession Advisors.

“We are excited to welcome Mark as an integral part of our expansion in South Florida and across the U.S. as we continue to expand our national footprint,” says Giacoumakis in the statement. “His decades of experience serving at the helm of emerging and high-growth organizations will prove invaluable to our team of advisors, staff members and business partners.”

Prior to joining NEIRG, Dorn was president and CEO of an insurance technology company. He has also served as an executive and consultant for several businesses in the technology, data services and real estate sectors. New England Investment & Retirement Group has offices in North Andover, Mass. and Naples.

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