Marc is the team’s Financial Strategist. In this role, Marc partners with the management team and advisors to manage the financial analytics of the business, manages the P&L and provide actionable data-based insights to improve the company metrics and the client experience.

Marc has been a small business owner and C-suite executive who understands the unique needs of business owners. His experience includes accelerated, strategic growth and managing multiple sets of financials concurrently. Understanding the balance between the human aspect and financial needs of businesses, Marc’s unique insights allow him to relate to our advisors and help them achieve and exceed their goals.

Marc lives in San Diego with his wife and three children. He holds a BA from Syracuse University and an MBA from UC San Diego with a concentration on business operations and corporate strategy. A native of Philadelphia, he still cheers on his hometown teams including his beloved Phillies. Marc is active in his local community where he has been a Little League coach and serves on the Board of Directors of his synagogue. His hobbies include hiking, traveling, reading, and being his kids’ biggest fan on the sports field and in the theater.