Marc provides investment consulting services to nonprofit organizations, corporate executives, family trusts and other private investors. He services clients by offering expertise on asset allocation, portfolio design, investment policy statements, manager selection and financial planning. He is a member of the firm’s Research Forum.
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.
