Private Wealth Advisor
Managing Principal of Piedmont Private Wealth
Marc has been passionate about helping others during his 18+ year career in financial services. Starting in the Nations Funds product development group he gained extensive knowledge of the actively managed mutual fund and the institutionally managed account space. A perfect segue into a Portfolio Analyst role and later a Senior Portfolio Manager role at US Trust where his responsibilities included discretionary portfolio management, building and developing asset management portfolios for large, complex families with unique needs, including liquidity, tax planning, charitable objectives, and wealth transfer.
Marc left US Trust to form a partnership at UBS where he worked with clients to design and implement asset allocation strategies and financial plans that met their unique circumstances, risk tolerance, goals and objectives. He also gained extensive experience directly managing $300mm+ in non-State specific, investment grade Municipal Bonds across multiple sectors.
In 2017, Marc began to build a boutique private wealth management practice focused on strategic financial planning, goals-based investing in a service-oriented family office format.
Given his extensive planning experience, Marc is acutely aware of the risks involved with investing without purpose. One of his top priorities is to help clients build an investment strategy designed to achieve specific, targeted goals.
Marc earned his Bachelor of Science in Business Administration from the University of North Carolina at Charlotte, his Masters in Business Administration from the University of South Carolina. He holds the CIMA designation as well as the series 7 & 66 securities licenses.