Mark Lapman

Senior Wealth Advisor at The Colony Group

Mark Lapman started in the financial services industry as a stock analyst in the Portfolio Management Department of John Hancock in 1979. He was a member of the team which started Independence Investments in 1982 and went on to manage equity portfolios along with administering marketing, fixed income, and compliance. Ultimately, he served as Chief Executive Officer and Chairman of the Board and the Investment Committee from 2000 to 2009.

Along with Mimmy Cooper, Mark founded Cooper Lapman Financial, LLC in 2009 to provide financial planning and investment management services to individuals and families. After almost 14 years of successful service to its clients, Cooper Lapman Financial merged with The Colony Group in early 2023. Mark is excited about continuing his work within this larger and well-resourced company.

Mark received a Ph.D. in History from Harvard University in 1982 and holds a CFA designation from the CFA Institute. He is on the Board of Directors and Investment Committee of the Whitehead Institute for Biomedical Research.

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  • Senior Wealth Advisor

    Current role

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