Designations and Licenses

Marc holds Chartered Financial Analyst® and Certificate of Investment Performance Measurement designations.

Experience and Education

Marc oversees the day-to-day activities of team members.

Marc is responsible for the direct management of his team and their advisory and firm initiatives. In this role, he works with firm management to create, educate, implement and enforce various policies and procedures along with best practices to ensure the consistent delivery and quality of the firm’s services, interactions and deliverables.

Prior to joining Mariner, Marc was president and managing director at Cardinal Investment Advisors. Before that, he was a sales and consulting associate in the Insurance Analytics Group at SS&C Technologies. He was also captain in the United States Air Force managing the F-16 multinational fighter program for Norway, Denmark, the Netherlands, Belgium and Portugal.

Marc holds a bachelor’s degree in engineering from the U.S. Air Force Academy and an MBA from the Ohio State University.

Personal Interests

Away from the office, Marc enjoys hiking, travel, music, St. Louis City SC and animal rescue.