The Wealth Office®, CIMA®
Marc is responsible for the analysis of client investment portfolios for The Wealth Office®. He assists in the servicing of clients by offering expertise on asset allocation, portfolio design, investment policy statements, manager selection and financial planning. Prior to joining the firm in 2021, Marc was an Assistant Vice President of Alternative Investments at Nuveen. He earned a BA in Business from Rhodes College and a MS in Finance from the University of Notre Dame. He obtained the title of Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business. In his free time Marc enjoys golfing, watching college football and spending time with his family.