Marc is a Financial Advisor at TriWealth Partners. He has been in the wealth and asset management industries for over 10+ years. Marc focuses on helping individuals, families, businesses, and other organizations pursue their financial goals. He takes pride in transforming complex and intimidating financial topics into clear, actionable plans.
Prior to joining the firm, Marc held roles at Fiducient Advisors, Nuveen, and Henderson Global Investors. Most recently, Marc was the Director of Wealth Managment for First Principals Group, a boutique wealth management and venture capital firm. He holds a BA from Rhodes College and a MS in Finance from the University of Notre Dame. Additionally, Marc obtained the Certified Investment Management Analyst (CIMA®) designation through the Investment and Wealth Institute's education program at the Wharton School of Business.
Marc grew up in the northern suburbs of Chicago and now lives in Barrington with his wife, Lisa, and their two sons. In his free time, Marc enjoys spending time with his family, golfing, and watching Notre Dame football.
At TriWealth Partners we spend our days focused on the “what ifs” scenarios of the lives for our clients. Here are some “what if” scenarios of our own:
What if you could only give one piece of financial advice? What would it be?
To remember that time in the market is far more important than trying to time the market.
What if you had the day off to do anything you wanted? What would you do?
I’d take my family to a Cubs game!
What if you had the job you wanted when you were 5 years old? What would you be doing?
I’d be an airline pilot and the only route would be Chicago to Disney World!
What if you had to describe yourself in three words?
Analytical, Loyal, and Disciplined