Marc brings his experience as a Certified Investment Management Analyst CIMA®) and Wealth Management Certified Professional WMCP®) to serve as Product Manager and Senior Analyst for Arbor Digital’s suite of SMA offerings and the Arbor Digital Advisor Education offering.
Prior to joining Arbor Digital, Marc started his career as a professional tennis player and coach before transitioning to financial services as an associate advisor with Merrill Lynch in Princeton, NJ. Seeking to further develop himself through serving others, Marc started an advisory business to meet the wealth management needs of clients in the New York and New Jersey market with Charles Schwab.
Recognizing the mentorship qualities of his passion with coaching, Marc directed his focus to product development and elevating advisors around the nation through a sales leadership role with Schwab, and subsequently TD Ameritrade. Where he lead the direction of numerous wealth management and financial planning products. Marc and his family are based in Austin, TX and are strong mental health advocates regularly volunteering with various non-profit organizations.