Marc Cimmino graduated from Virginia Tech with a degree in Finance and minors in Global Business and Economics.  He began his investment career as a Broker with Charles Schwab in 2011.  Over the next 3 years he worked his way through the Chartered Financial Analyst educational requirements to gain the experience needed for investment analysis and portfolio management.  In 2014 he was promoted to be a part of Schwab's wealth management team called Schwab Private Client.  As a portfolio consultant on this team he helped his clients grow, protect, and use their assets in the most tax efficient way possible.  Marc took primary responsibility for designing and managing his client's portfolios with individual securities, options, mutual funds, ETFs and separately managed accounts.   He worked closely with his team of CPAs, CFPs, and attorneys, among other specialists, to deliver comprehensive wealth management to his clients.  In 2018 he joined a seasoned team of advisors in UBS's Norfolk, Virginia office.  With the tools and resources of the world's largest global wealth management firm, he is able to help meet the needs of families, business owners, and philanthropists.

Marc and his wife Marlana are excited to be back on the east coast with their families.  Marc is an avid cyclist and participates in ultra-endurance mountain bike races.  Marlana enjoys yoga, hiking, and most of all, Boston terriers.

• B.S., Finance, Virginia Tech
• Chartered Financial Analyst

• Series 7, 9, 10, 66

AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, MA, MD, ME, MI, MN, NC, NH, NJ, NV, NY, OH, OK, PA, SC, TX, UT, VA, WA