As of April 2022, he has taken on a new role of AVP, supporting new business development by introducing the Carson ecosystem to advisors in the Southeast and enabling them to find their freedom.
Marc is a Long Island native who graduated from York College of Pennsylvania. He was introduced to the financial industry by working at TD Ameritrade for seven years. During that time, Marc earned the “Pursuit of Excellence” award for his ability to demonstrate TD Ameritrade’s core values.
After the Charles Schwab and TD Ameritrade acquisition announcement, Marc decided to work at an RIA to try the independent advisor space. After a while, he transitioned to another broker-dealer, where he realized that he preferred to work on the institutional side of the financial services industry.
Marc and his wife, Chelsea, enjoy spending time with their dog, Murtaugh, and cat, Kida.
Marc also enjoys sports like football and rugby and outdoor activities like hunting and fishing.