Mark Forman leads marketing for Covr, having begun his tenure at Optifino in 2025 and joining Covr through the Optifino merger later that year. Prior to Optifino, he served as fractional CMO at intention.ly, supporting award-winning fintechs and RIAs. At RetireOne (now Simplicity OID), Mark helped develop and market the outsourced insurance desk model. At Jefferson National, he oversaw customer experience and, as a member of the leadership team, helped guide the firm’s 2017 sale to Nationwide. In 2010, his team was named Financial Services Company of the Year by The Direct Marketing Association. Earlier in his career, he worked with filmmaker Donna Lawrence on short-form documentaries, including The Motown Sound and Sundance selection Jazz Is….
Mark Forman
Chief Marketing Officer
Mark Forman leads marketing for Covr, having begun his tenure at Optifino in 2025 and joining Covr through the Optifino merger later that year. Prior to Optifino, he served as fractional CMO at intention.ly, supporting award-winning fintechs and RIAs. At RetireOne (now Simplicity OID), Mark helped develop and market the outsourced insurance desk model. At Jefferson National, he oversaw customer experience and, as a member of the leadership team, helped guide the firm’s 2017 sale to Nationwide. In 2010, his team was named Financial Services Company of the Year by The Direct Marketing Association. Earlier in his career, he worked with filmmaker Donna Lawrence on short-form documentaries, including The Motown Sound and Sundance selection Jazz Is….