Being part of a firm where clients’ long-term interests come before anything else is of paramount importance to Marc. He and his colleagues have worked tirelessly to build an organization that treats clients more like family – a much closer connection than traditional client/advisor relationships at other firms. He believes having a smaller, more close-knit client base directly contributes to their success.
Marc has been providing financial guidance to clients since 1997, when he began working as a financial advisor at a regional advisory firm. Along with being a founding partner of Alcyon Wealth Partners, Marc’s day-to-day role on the team includes setting investment policy and handling ongoing portfolio management. In addition to being a registered investment advisor representative, Marc also holds Series 7, 9, 10, 63 and 65 licenses.
Marc holds a Bachelor of Science in business administration, which he earned at Youngstown State University. He lives in his hometown of Austintown, Ohio, with his wife, Shannon, and their daughter.