I’m Mark James Duffy, CFA, founder of Lumora Wealth and a longtime Boston-area resident with over a decade of experience in institutional finance. I live in Melrose, Massachusetts with my wife, our son, and our very active dog. I started Lumora to bring honest, personalized financial advice to families and professionals navigating life’s most important financial decisions.

My background is rooted in buy-side investment research, with roles at Invesco, Longfellow Investment Management, and Impax Asset Management. Earlier in my career, I also worked in client service at State Street. Over the years, I’ve developed deep expertise in portfolio strategy, market analysis, and financial planning for long-term investors. I hold the CFA charter and a Master’s in Finance, and I now focus on helping clients through equity events, wealth transitions, and multigenerational planning.

In parallel, I also lead Lumora Consulting, a climate-focused advisory firm working with mid-market companies on ESG strategy, climate finance, and supply chain resilience. Both practices reflect a shared commitment: delivering thoughtful, values-driven guidance with real-world impact.

Financial advice should feel like a relationship, not a transaction. At Lumora Wealth, we combine institutional-grade thinking with a personal approach—always with the client’s values and goals at the center.