Designations and Licenses

Marc holds the Chartered Financial Analyst® designation.

Experience and Education

Marc oversees a segment of Mariner Ultra client relationships while looking to develop new client relationships. He focuses on integrating each family’s multi-generational tax, estate, philanthropic and cash flow planning with its investment portfolio. He also works closely with his Mariner Ultra colleagues to ensure that investment and service offerings continue to meet all clients’ needs.

Prior to joining Mariner, Marc was a principal and co-founder at AdvicePeriod, where he was responsible for growing and serving ultra-high-net-worth clients. While here, he focused on complex tax and estate planning and assisted clients with the design and implementation of comprehensive planning and investment strategies. Before that, Marc held the managing director position at Convergent Wealth Advisors, where he was responsible for growing and serving a group of clients, managing teams, serving on the Leadership Committee and participating in the launch of the Los Angeles office.

Marc holds a bachelor’s degree in economics from Amherst College and an MBA with honors from the Wharton School at the University of Pennsylvania.

Accolades

Marc was named to Forbes’ Best-In-State Wealth Advisors in South Florida, ranking #41 in 2024 and #47 in 2025.

Personal Interests

Away from the office, Marc is a dedicated father to three strong girls. He is also a co-founder and serves on the board of directors for Bloom, a public foundation focused on financial literacy and educational scholarships that provides support for low-income communities.

Best-In-State Wealth Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2024 were published in April 2024 based on data from 6/22 to 6/23. The ranking for 2025 were published in April of 2025 and were based on data from 6/23 to 6/24. No fee was paid for participation in the rankings. The rankings are based on an algorithm of qualitative and quantitative data, rating wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. 

Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. The rankings are not indicative of future performance, and there is no guarantee of future success. For additional information, visit www.forbes.com.