Mark David Lobello
Financial advisor at Catalyst Financial Partners LLC · Boston, MA
Last updated 2026-10-10
Claim your profileMark David Lobello is a financial advisor at Catalyst Financial Partners LLC in Boston, MA, CRD 4247693. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2021-08-31.
Registration
- CRD number
- 4247693
- Registration status
- Active
- IAPD registration
- 2021-08-31
- Industry Experience
- 5 years
- Work Experience
- 21 years
- States registered
- MA, TX
Licenses and exams
- Series 63
- Series 65
Work history
- 2005-03 to 2021-08 · BNY Mellon · Boston, MA
- 2021-08 to Present · Catalyst Financial Partners · Boston, MA
Current employment
- Catalyst Financial Partners · Boston, MA
Catalyst Financial Partners LLC
- Regulatory AUM
- $1,722,297,612
- Registered advisors
- 11
- Offices
- 4
- Clients per advisor
- 32.3 (Low)
- Average AUM per client
- $4.9M (Moderate)
- High-net-worth client ratio
- 97.7% (Very high)
Catalyst Financial Partners LLC: advisors, services and reported ETF investments
About
Mark David Lobello is a financial advisor at Catalyst Financial Partners, operating as Catalyst Financial Partners LLC in Boston, MA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 5 years of industry experience and 21 years of reported work history. Reported roles include BNY Mellon.
Catalyst Financial Partners LLC's firm-level Form ADV reports 11 advisors across 4 offices; approximately 32.3 clients per advisor, average assets per client of $4,851,543, and regulatory AUM of $1.7B; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients.
PortfolioFuture's firm-level 13F analysis covers $501.5M across 69 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Mark David Lobello personally.
Reported ETF positions
Catalyst Financial Partners reports 69 ETF positions worth $501.5M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $145.9M |
| IEFA — iShares Core MSCI EAFE ETF | $83.5M |
| IJH — iShares Core S&P Mid-Cap ETF | $32.6M |
| IJR — iShares Core S&P Small-Cap ETF | $30.7M |
| AGG — iShares Core U.S. Aggregate Bond ETF | $29.5M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Catalyst Financial Partners's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $293.4K | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $293.4K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $219.1K | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | EMXC — iShares MSCI Emerging Markets ex China ETF | $4M | Top 90.3% | Replicability (R²) 82.0% · Residual Sharpe 0.06 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Catalyst Financial Partners LLC on Form ADV.
Client services
- Individuals and Small Businesses
- Businesses or Institutional Clients
Fee options
- Percentage of Assets Under Management
Location
One Marina Park Drive, Boston, MA 02210
11 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 617-239-8101
- Website: catalystfp.com
Official record
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