With more than 30 years of experience, and two decades in the Financial Services industry, Marc has spent his career as an award-winning, results-focused, marketing leader delivering superior customer service.
Most recently, he has spent a decade as CMO leading a high-performing marketing organization for an independent broker-dealer and investment adviser firm located in Bedminster, NJ. During Marc’s tenure the firm was awarded The Broker-Dealer of the Year Award three times in 2015, 2016, and 2019. Marc managed a team supporting nearly 300 financial advisors where he oversaw the firms marketing and practice management, wealth management product support and due diligence, advisor relations, corporate communications and branding, strategic partnerships, events, public relations, M&A, succession and continuity planning.
Prior to that, he spent nearly 9 years as the Director of Marketing and Communications for MetLife Securities supporting more than 4,000 financial advisors. During his time at MetLife, Marc was instrumental in the growth of the broker-dealer and launched several key wealth management tools and technologies that streamlined the way advisors managed their business, all focused on delivering superior client service.
Marc’s client-centric approach is focused on deepening and broadening the relationships with the advisor and their clients, consistently delivering exceptional customer service and client solutions.
Marc and his wife, Rebecca, enjoy traveling, and visiting their two children, Rachael and Andrew, who both live and work in Naples, FL. They also love spending time with family in Cape May, NJ and hiking with their golden retriever, Eli. In addition, Marc enjoys fishing and golfing.
Marc is a graduate of Rochester Institute of Technology and holds both a Series 66 and Series 7 license.